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Distance Only Carpinteria, 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
James Gates (CRD# 2858866) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 26 years of experience in the finance industry.
Michael George (CRD# 6245773) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 10 years of experience in the finance industry. Michael George 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.
Marilyn Germann (CRD# 3026600) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 26 years of experience in the finance industry.
Jeffrey Grau (CRD# 2542386) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 29 years of experience in the finance industry.
Matthew Guyette (CRD# 2715238) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 28 years of experience in the finance industry.
Michael Hall (CRD# 4178271) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 24 years of experience in the finance industry.
Dale Hancock (CRD# 1884732) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 29 years of experience in the finance industry.
Nickolas Hankerson (CRD# 5171007) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 16 years of experience in the finance industry.
Steven Hanson (CRD# 4854600) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 15 years of experience in the finance industry.
Susannah Harrison (CRD# 6359688) is a Financial Advisor working at Sagepoint Financial, Inc. in Santa Barbara, CA and has 1 year of experience in the finance industry.