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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
Susan Pennington (CRD# 5416399) is an Investment Advisor Representative working at Edward Jones in Alta Loma, CA and has over 16 years of experience in the finance industry.
Ryan Perry (CRD# 4248079) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 23 years of experience in the finance industry. Ryan Perry 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.
George Peterson (CRD# 2256191) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Redlands, CA and has over 30 years of experience in the finance industry.
Anthony Phillips (CRD# 6128305) is an Investment Advisor Representative working at Lpl Financial LLC in Calimesa, CA and has over 11 years of experience in the finance industry.
Stephon Pieters (CRD# 4243333) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Loma Linda, CA and has over 23 years of experience in the finance industry.
Thomas Podgorski (CRD# 5142836) is an Investment Advisor Representative working at Catrs Teachers Retirement Services LLC in Riverside, CA and has over 18 years of experience in the finance industry.
Kenneth Pounds (CRD# 2044369) is an Investment Advisor Representative working at Castlebury Advisory in Rancho Cucamonga, CA and has over 23 years of experience in the finance industry.
Shawn Price (CRD# 2630026) is an Investment Advisor Representative working at Edward Jones in Redlands, CA and has over 28 years of experience in the finance industry.
Ryan Purdie (CRD# 5281890) is an Investment Advisor Representative working at Creative Planning Solutions, Inc. in Grand Terrace, CA and has over 3 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.