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Distance Only Menifee, CA
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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
Scott Buchanan (CRD# 4627659) is an Investment Advisor Representative working at Royal American Financial Advisors, LLC in Menifee, CA and has over 19 years of experience in the finance industry.
Eldon Gutierrez (CRD# 7061128) is an Investment Advisor Representative working at Edward Jones in Menifee, CA and has over 5 years of experience in the finance industry.
Deborah McClure (CRD# 2546129) is an Investment Advisor Representative working at Edward Jones in Menifee, CA and has over 15 years of experience in the finance industry.
Mobin Mohsini (CRD# 6165313) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Menifee, CA and has over 10 years of experience in the finance industry.
Allison Peterson (CRD# 5471806) is an Investment Advisor Representative working at The Sullivan Group in Menifee, CA and has over 13 years of experience in the finance industry.
Ivette Taylor (CRD# 4840849) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Menifee, CA and has over 19 years of experience in the finance industry.
Jeremy Taylor (CRD# 4744061) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Menifee, CA and has over 19 years of experience in the finance industry.
Ivan Thornberry (CRD# 5609994) is an Investment Advisor Representative working at Grow With Me in Menifee, CA and has over 15 years of experience in the finance industry.
Portia Jackson (CRD# 6376396) is an Investment Advisor Representative working at Facet in Menifee, CA and has over 9 years of experience in the finance industry. Portia Jackson 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.