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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
Lawrence Bennett (CRD# 1188780) is an Investment Advisor Representative working at Eagle Strategies LLC in Placentia, CA and has over 30 years of experience in the finance industry.
Stephanie Bennett (CRD# 2670540) is an Investment Advisor Representative working at D.a. Davidson & Company in Pasadena, CA and has over 28 years of experience in the finance industry.
John Bennis (CRD# 2103138) is an Investment Advisor Representative working at Commonwealth Financial Network in Costa Mesa, CA and has over 33 years of experience in the finance industry.
Ross Benson (CRD# 6416497) is an Investment Advisor Representative working at Lpl Financial LLC in Sierra Madre, CA and has over 9 years of experience in the finance industry. Ross Benson 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.
Susan Bentley (CRD# 1916124) is an Investment Advisor Representative working at Principal Securities, Inc. in Costa Mesa, CA and has over 35 years of experience in the finance industry.
Crystal Berentz (CRD# 2807831) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Costa Mesa, CA and has over 27 years of experience in the finance industry.
Eric Bergquist (CRD# 6520202) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 8 years of experience in the finance industry.
Jonathan Berman (CRD# 4646281) is an Investment Advisor Representative working at Irontree Wealth Management, Inc. in Fullerton, CA and has over 21 years of experience in the finance industry. Jonathan Berman 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.
Maria Bermejo Gutierrez (CRD# 6981303) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA and has over 5 years of experience in the finance industry.
Michael Bernard (CRD# 2410469) is an Investment Advisor Representative working at Bernard & Johnson Family Wealth Management in Pasadena, CA and has over 30 years of experience in the finance industry. Michael Bernard 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.