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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
David Cutter (CRD# 2306621) is an Investment Advisor Representative working at David Cutter, Financial Planner in Idyllwild, CA and has over 21 years of experience in the finance industry. David Cutter 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.
David Dardashti (CRD# 4958265) is an Investment Advisor Representative working at Spearhead Advisors, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.
Urmimala Dasgupta (CRD# 5652415) is an Investment Advisor Representative working at Veda Financial Investment Advisory in Newport Beach, CA and has over 10 years of experience in the finance industry.
Truman Day (CRD# 854891) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Redlands, CA and has over 39 years of experience in the finance industry.
Rudy De La Torre (CRD# 6379937) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Redlands, CA and has over 9 years of experience in the finance industry.
Tommy Degraw (CRD# 6472640) is an Investment Advisor Representative working at Cuso Financial Services in Redlands, CA and has over 8 years of experience in the finance industry.
Tina Dobrinen (CRD# 2902050) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redlands, CA and has over 11 years of experience in the finance industry.
Allen Drake (CRD# 4679918) is an Investment Advisor Representative working at Royale Investment Advisor LLC in Lake Mathews, CA and has over 20 years of experience in the finance industry.
Daniel Edwards (CRD# 6742795) is an Investment Advisor Representative working at Dan Edwards Investment Advisory Services, LLC in Corte Madera, CA and has over 7 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.