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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
Christopher Lindsay (CRD# 5014987) is an Investment Advisor Representative working at Cbl Wealth Management in Hesperia, CA and has over 18 years of experience in the finance industry.
Steven Lopez (CRD# 2165476) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rancho Cucamonga, CA and has over 32 years of experience in the finance industry. Steven Lopez 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.
Yerel Morales (CRD# 4157375) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hesperia, CA and has over 11 years of experience in the finance industry.
Jeffrey Ng (CRD# 6695698) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rancho Cucamonga, CA and has over 6 years of experience in the finance industry.
Lisa Patterson (CRD# 3233520) is an Investment Advisor Representative working at Altitude Financial Planning in Big Bear Lake, CA and has over 24 years of experience in the finance industry.
Jason Purvis (CRD# 6541734) is an Investment Advisor Representative working at Secure Investment Management, LLC in Oak Hills, CA and has over 7 years of experience in the finance industry. Jason Purvis 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.
Thomas Riding (CRD# 1141596) is an Investment Advisor Representative working at Independent Financial Group, LLC in Victorville, CA and has over 40 years of experience in the finance industry.
Rodney Sanders (CRD# 3125896) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Victorville, CA and has over 25 years of experience in the finance industry.
Michael Sears (CRD# 2384328) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Rancho Cucamonga, CA and has over 26 years of experience in the finance industry.
Sandra Senft (CRD# 5746504) is an Investment Advisor Representative working at Altitude Financial Planning in Big Bear Lake, CA and has over 14 years of experience in the finance industry.