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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
Daniel Dunn (CRD# 3105100) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Coto De Caza, CA and has over 25 years of experience in the finance industry.
Paul Dunnicliffe (CRD# 5380808) is an Investment Advisor Representative working at Commonwealth Financial Network in Murrieta, CA and has over 16 years of experience in the finance industry.
Darrin Duval (CRD# 5024640) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ontario, CA and has over 18 years of experience in the finance industry.
Charles Dzama (CRD# 5648374) is an Investment Advisor Representative working at Cdfinancial in San Juan Capistrano, CA and has over 12 years of experience in the finance industry.
Scott Eason (CRD# 3038249) is an Investment Advisor Representative working at Missionsquare Retirement in Murrieta, CA and has over 26 years of experience in the finance industry. Scott Eason 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.
Shawn Ecklund (CRD# 2676122) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Upland, CA and has over 28 years of experience in the finance industry.
William Edde (CRD# 3272368) is an Investment Advisor Representative working at Primerica Advisors in Mission Viejo, CA and has over 24 years of experience in the finance industry.
Daniel Edwards (CRD# 6742795) is an Investment Advisor Representative working at Dan Edwards Investment Advisory Services, LLC in Corte Madera, CA and has over 7 years of experience in the finance industry.
Rebecca Eggers (CRD# 2520730) is an Investment Advisor Representative working at Prudential Financial Planning Services in Ontario, CA and has over 29 years of experience in the finance industry.
Dennis Egizi (CRD# 3136693) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA and has over 25 years of experience in the finance industry.