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Distance Only Cardiff By The Sea, 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
Michael Barta (CRD# 1614376) is an Investment Advisor Representative working at Lpl Financial LLC in Cardiff By The Sea, CA and has over 29 years of experience in the finance industry.
Adrienne Cooper (CRD# 2306107) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Cardiff By The Sea, CA and has over 30 years of experience in the finance industry.
Christopher Donnelly (CRD# 4112765) is an Investment Advisor Representative working at Pacific Rock Capital, LLC in Cardiff By The Sea, CA and has over 23 years of experience in the finance industry.
John Gorlow (CRD# 1175863) is an Investment Advisor Representative working at Cardiff Park Advisors in Cardiff By The Sea, CA and has over 40 years of experience in the finance industry.
Jacqueline Karnavas (CRD# 2838073) is an Investment Advisor Representative working at Torrey Capital Investments in Cardiff By The Sea, CA and has over 25 years of experience in the finance industry.
Timothy Kenney (CRD# 3097033) is an Investment Advisor Representative working at Seawise Financial, Inc. in Cardiff By The Sea, CA and has over 25 years of experience in the finance industry. Timothy Kenney 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.
Steven King (CRD# 2105758) is an Investment Advisor Representative working at Lpl Financial LLC in Cardiff By The Sea, CA and has over 33 years of experience in the finance industry.
Andrew Shaw (CRD# 6010358) is an Investment Advisor Representative working at Edward Jones in Cardiff By The Sea, CA and has over 12 years of experience in the finance industry.
Steven Wittenberg (CRD# 1309847) is an Investment Advisor Representative working at Independent Wealth Solutions in Cardiff By The Sea, CA and has over 30 years of experience in the finance industry.
David Bilby (CRD# 7561337) is an Investment Advisor Representative working at Optimized Investment Partners, LLC in Cardiff By The Sea, CA and has over 2 years of experience in the finance industry.