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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 Bradin (CRD# 5978741) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 12 years of experience in the finance industry.
Denise Brady (CRD# 1974852) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pasadena, CA and has over 33 years of experience in the finance industry.
Howard Brandes (CRD# 1803542) is an Investment Advisor Representative working at City National Securities, Inc. in Los Angeles, CA and has over 28 years of experience in the finance industry.
David Brandt (CRD# 3098156) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 25 years of experience in the finance industry. David Brandt 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.
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.
David Bravo (CRD# 4188033) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 23 years of experience in the finance industry.
Justin Brennan (CRD# 4400723) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 14 years of experience in the finance industry.
Candace Brewington (CRD# 6670162) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Glendale, CA and has over 7 years of experience in the finance industry.
William Bridge (CRD# 4174870) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 21 years of experience in the finance industry.