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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
Marc Boracchia (CRD# 6233887) is an Investment Advisor Representative working at Boracchia Wiviott Wealth Partners LLC in Palm Desert, CA and has over 9 years of experience in the finance industry.
Vance Boucher (CRD# 2406602) is an Investment Advisor Representative working at Hardworking Capital Advisors, LLC in Palm Desert, CA and has over 30 years of experience in the finance industry.
Harmony Bozes Sherlock (CRD# 5820104) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Palm Desert, CA and has over 6 years of experience in the finance industry.
Bruce Branstine (CRD# 2239356) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Palm Desert, CA and has over 31 years of experience in the finance industry. Bruce Branstine 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.
Max Briggs (CRD# 2737513) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has over 27 years of experience in the finance industry. Max Briggs 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.
Catherine Brown (CRD# 1332036) is an Investment Advisor Representative working at Independent Financial Group, LLC in Palm Desert, CA and has over 33 years of experience in the finance industry.
Skylar Brown (CRD# 6524410) is an Investment Advisor Representative working at Independent Financial Group, LLC in Palm Desert, CA and has over 7 years of experience in the finance industry.
Daniel Brush (CRD# 1498148) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has over 24 years of experience in the finance industry.
Young Chung (CRD# 2835165) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Palm Desert, CA and has over 27 years of experience in the finance industry.
Brett D'orlando (CRD# 4834120) is an Investment Advisor Representative working at Fortem Financial Group, LLC in Palm Desert, CA and has over 19 years of experience in the finance industry.