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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Brent Beverly (CRD# 1254841) is an Investment Advisor Representative working at Lpl Financial LLC in Diamond Bar, CA and has over 39 years of experience in the finance industry. Brent Beverly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ian Bishop (CRD# 1813995) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Upland, CA and has over 26 years of experience in the finance industry.
Aaron Bitran (CRD# 2486539) is an Investment Advisor Representative working at Cuso Financial Services in Fontana, CA and has over 29 years of experience in the finance industry.
Allen Block (CRD# 3104427) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 25 years of experience in the finance industry.
Fanor Bohorquez (CRD# 4781760) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fontana, CA and has over 18 years of experience in the finance industry.
Carlos Bolanos (CRD# 1803758) is an Investment Advisor Representative working at Avantax Advisory Services in Claremont, CA and has over 19 years of experience in the finance industry.
Cynthia Bollinger (CRD# 4746153) is an Investment Advisor Representative working at Edward Jones in San Dimas, CA and has over 20 years of experience in the finance industry.
Jim Bootsma (CRD# 2087134) is an Investment Advisor Representative working at Newedge Advisors in Ontario, CA and has over 33 years of experience in the finance industry.
Justin Boren (CRD# 4054858) is an Investment Advisor Representative working at Lagos Wealth Advisors in Diamond Bar, CA and has over 23 years of experience in the finance industry.