-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Michael Bishop (CRD# 1352714) is an Investment Advisor Representative working at Clg LLC in Murrietta, CA and has over 28 years of experience in the finance industry.
Derrick Blanchette (CRD# 6392235) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 9 years of experience in the finance industry.
William Bohmer (CRD# 2632324) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Temecula, CA and has over 28 years of experience in the finance industry. William Bohmer 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.
Daniele Bonafede (CRD# 6045221) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 10 years of experience in the finance industry.
Kent Borsch (CRD# 1550852) is an Investment Advisor Representative working at Edward Jones in Bonsall, CA and has over 25 years of experience in the finance industry.
John Botrous (CRD# 5955685) is an Investment Advisor Representative working at Edward Jones in Riverside, CA and has over 12 years of experience in the finance industry.
Robert Brood (CRD# 1787750) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hemet, CA and has over 22 years of experience in the finance industry. Robert Brood 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.
Clinton Brown (CRD# 4367308) is an Investment Advisor Representative working at Trek Financial in San Clemente, CA and has over 23 years of experience in the finance industry. Clinton Brown 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.
Gerald Brown (CRD# 6156821) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oceanside, CA and has over 11 years of experience in the finance industry.
Nathan Brown (CRD# 5178490) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 17 years of experience in the finance industry.