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Distance Only Yucaipa, CA
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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
Steven Antinucci (CRD# 2865754) is an Investment Advisor Representative working at Lpl Financial LLC in Yucaipa, CA and has over 27 years of experience in the finance industry.
Anthony Espinoza (CRD# 7008863) is an Investment Advisor Representative working at Edward Jones in Yucaipa, CA and has over 5 years of experience in the finance industry.
David Fricke (CRD# 6534310) is an Investment Advisor Representative working at Edward Jones in Yucaipa, CA and has over 8 years of experience in the finance industry.
Steven Hadder (CRD# 2024227) is an Investment Advisor Representative working at Independent Financial Group, LLC in Yucaipa, CA and has over 33 years of experience in the finance industry.
David Massongill (CRD# 2404489) is an Investment Advisor Representative working at Lpl Financial LLC in Yucaipa, CA and has over 30 years of experience in the finance industry.
Global Diversified Investments (GDI), established in January 2011 and incorporated in the State of California on October 17, 2011 and which received approval as an investment adviser in the State of California (CRD#: 157326) on January 08, 2013 offers to its clients the opportunity to invest in a globally diversified investment portfolio that utilizes a time tested asset allocation and risk management framework. Additionally, GDI is registered with the National Futures Association (NFA) as NFA Member, approved 07/15/2015 and Commodity Trading Advisor (CTA), registered 04/28/2015 (NFA ID: 0484603).
GDI services include, financial planning services, portfolio management for individuals and small businesses, portfolio management and strategy development for businesses or institutional clients (other than registered investment companies and other pooled investment vehicles), pension asset management consulting services, guidance for the selection of other advisers (including private fund managers). In instances where GDI is hired to provide services relating to the hiring of another advisor, GDI will diligently review each advisor in order to ensure that advisor is properly registered and licensed as an investment advisor. All publications of GDI periodicals, newsletters and/or commentaries can be located at www.globaldiversifiedinvestments.com/3.html.
Andy Samaan (CRD# 6156974) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yucaipa, CA and has over 11 years of experience in the finance industry.
Bryce Bunnell (CRD# 7552822) is an Investment Advisor Representative working at Edward Jones in Yucaipa, CA and has 1 year of experience in the finance industry.
Thomas Dawes (CRD# 3179360) is an Investment Advisor Representative working at Missionsquare Retirement in Yucaipa, CA and has over 24 years of experience in the finance industry.