-
Distance Only Camarillo, CA
-
COMPENSATION Either
-
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
Nicholas Damiani (CRD# 5669491) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 13 years of experience in the finance industry.
Terry Deever (CRD# 4215379) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Camarillo, CA and has over 18 years of experience in the finance industry. Terry Deever 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.
Dustin Dockter (CRD# 5847431) is an Investment Advisor Representative working at Lpl Financial LLC in Camarillo, CA and has over 13 years of experience in the finance industry. Dustin Dockter 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.
Michael Drews (CRD# 5665719) is an Investment Advisor Representative working at Avantax Advisory Services in Camarillo, CA and has over 13 years of experience in the finance industry.
Terry Duhamel (CRD# 1895011) is an Investment Advisor Representative working at Planmember Securities Corporation in Camarillo, CA and has over 27 years of experience in the finance industry.
Stan Dungca (CRD# 6196738) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 5 years of experience in the finance industry.
David Folino (CRD# 1371813) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Camarillo, CA and has over 29 years of experience in the finance industry. David Folino 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.
Cynthia Foscue (CRD# 7064304) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Camarillo, CA and has over 8 years of experience in the finance industry. Cynthia Foscue 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.
Richard Frank (CRD# 4819710) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Camarillo, CA and has over 19 years of experience in the finance industry. Richard Frank 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.
Nicholas Goodwin (CRD# 5043116) is an Investment Advisor Representative working at Mariner Independent in Camarillo, CA and has over 18 years of experience in the finance industry. Nicholas Goodwin 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.