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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
Andrew Boyd (CRD# 1073601) is an Investment Advisor Representative working at Core Financial Advisors in San Bernardino, CA and has over 34 years of experience in the finance industry.
Robert Boyd (CRD# 1350467) is an Investment Advisor Representative working at Core Financial Advisors in San Bernardino, CA and has over 34 years of experience in the finance industry.
Ellen Brasee (CRD# 3058868) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 25 years of experience in the finance industry. Ellen Brasee 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.
Gerard Brass (CRD# 6624439) is an Investment Advisor Representative working at Primerica Advisors in Colton, CA and has over 8 years of experience in the finance industry.
Robert Brock (CRD# 2443002) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Glendora, CA and has over 30 years of experience in the finance industry.
Robert Brooks (CRD# 1459077) is an Investment Advisor Representative working at The Financial Group in Diamond Bar, CA and has over 28 years of experience in the finance industry.
William Brooksby (CRD# 4499826) is an Investment Advisor Representative working at Next Financial Group, Inc. in Victorville, CA and has over 22 years of experience in the finance industry.
Robert Bruechert (CRD# 1038042) is an Investment Advisor Representative working at Mml Investors Services, LLC in Brea, CA and has over 36 years of experience in the finance industry.
William Bryan (CRD# 1982171) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Cucamonga, CA and has over 25 years of experience in the finance industry.
Robert Bukacek (CRD# 5530774) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has over 15 years of experience in the finance industry.