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Distance Only Temecula, CA
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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
Robert Thompson (CRD# 6618402) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 7 years of experience in the finance industry.
Shirley Thompson (CRD# 5271086) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 16 years of experience in the finance industry.
Monica Timmons (CRD# 2231805) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 31 years of experience in the finance industry.
Mark Tracy (CRD# 6021317) is an Investment Advisor Representative working at Enduring Wealth Advisors in Temecula, CA and has over 11 years of experience in the finance industry. Mark Tracy 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.
Donna Vail Juarez (CRD# 4385565) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Temecula, CA and has over 22 years of experience in the finance industry.
Paul Valencia (CRD# 1074828) is an Investment Advisor Representative working at Vineyard Wealth Advisory LLC in Temecula, CA and has over 36 years of experience in the finance industry.
Daniel Venne (CRD# 4285638) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Temecula, CA and has over 23 years of experience in the finance industry.
Dustin Watts (CRD# 7038627) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has 1 year of experience in the finance industry. Dustin Watts 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.
Brian Weaver (CRD# 1666467) is an Investment Advisor Representative working at Primerica Advisors in Temecula, CA and has over 36 years of experience in the finance industry.
Casey Weaver (CRD# 6110761) is an Investment Advisor Representative working at Primerica Advisors in Temecula, CA and has over 11 years of experience in the finance industry.