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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 Palmer (CRD# 3260075) is an Investment Advisor Representative working at Wells Fargo Advisors in Redlands, CA and has over 24 years of experience in the finance industry.
Brian Park (CRD# 6391250) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Riverside, CA and has over 9 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.
Brent Pasqua (CRD# 5880292) is an Investment Advisor Representative working at Evermont Wealth in Rancho Cucamonga, CA and has over 13 years of experience in the finance industry.
Falguni Patel (CRD# 4172800) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 23 years of experience in the finance industry.
Jacob Pathe (CRD# 4726276) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Norco, CA and has over 20 years of experience in the finance industry.
John Patterson (CRD# 2342655) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Redlands, CA and has over 31 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.
Danny Payne (CRD# 4305538) is an Investment Advisor Representative working at Lpl Financial LLC in Redlands, CA and has over 22 years of experience in the finance industry.
Brian Pedroza (CRD# 5980685) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Cucamonga, CA and has over 12 years of experience in the finance industry.