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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
Joseph Caira (CRD# 4821050) is an Investment Advisor Representative working at Mml Investors Services, LLC in Norco, CA and has over 19 years of experience in the finance industry.
Donald Carpenter (CRD# 2895409) is an Investment Advisor Representative working at Family Faith & Finance Asset Management in Norco, CA and has over 26 years of experience in the finance industry.
Larry Eye (CRD# 203481) is an Investment Advisor Representative working at Planmember Securities Corporation in Norco, CA and has 1 year of experience in the finance industry.
Marshall James (CRD# 3088015) is an Investment Advisor Representative working at Lpl Financial LLC in Norco, CA and has over 25 years of experience in the finance industry. Marshall James 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.
Jacob Pathe (CRD# 4726276) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Norco, CA and has over 19 years of experience in the finance industry.
Marc Raymundo (CRD# 6950831) is an Investment Advisor Representative working at Edward Jones in Norco, CA and has over 5 years of experience in the finance industry.
Arthur Escalante (CRD# 6648313) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Norco, CA and has over 7 years of experience in the finance industry.
Narriman Haddad-Diep (CRD# 7631082) is an Investment Advisor Representative working at Value Resources Financial Group, LLC in Norco, CA and has 1 year of experience in the finance industry.
Vanessa Hughes (CRD# 6545511) is an Investment Advisor Representative working at Lpl Financial LLC in Norco, CA and has over 8 years of experience in the finance industry.
Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.
In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.
Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s...