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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
Brandon Dalgarno (CRD# 5008417) is an Investment Advisor Representative working at Avantax Advisory Services in Carlsbad, CA and has over 18 years of experience in the finance industry. Brandon Dalgarno 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.
Suzanne De Graw (CRD# 4998371) is an Investment Advisor Representative working at Independent Financial Group, LLC in Carlsbad, CA and has over 18 years of experience in the finance industry.
Anthony Debellis (CRD# 2242997) is an Investment Advisor Representative working at Debellis Financial Services, Inc. in Carlsbad, CA and has over 31 years of experience in the finance industry. Anthony Debellis 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.
Nick Denucci (CRD# 5831634) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carlsbad, CA and has over 12 years of experience in the finance industry.
Charles Duncan (CRD# 1840053) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Carlsbad, CA and has over 25 years of experience in the finance industry. Charles Duncan 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.
Mark Ealy (CRD# 2081239) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 28 years of experience in the finance industry. Mark 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Gary Endres (CRD# 1345801) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Carlsbad, CA and has over 38 years of experience in the finance industry.
Anthony Falaro (CRD# 5992664) is an Investment Advisor Representative working at Fisher Investments in Carlsbad, CA and has over 12 years of experience in the finance industry.
Alison Farrin (CRD# 703088) is an Investment Advisor Representative working at Dba Seaside Financial & Insurance Services in Carlsbad, CA and has over 31 years of experience in the finance industry.
Colin Field (CRD# 7030990) is an Investment Advisor Representative working at Edward Jones in Carlsbad, CA and has over 5 years of experience in the finance industry.