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Distance Only Newbury Park, 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
Brenda Guzman (CRD# 5520517) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Newbury Park, CA and has over 14 years of experience in the finance industry.
Giancarlo Hamner (CRD# 6603859) is an Investment Advisor Representative working at Edward Jones in Newbury Park, CA and has over 8 years of experience in the finance industry.
Galen Herbst De Cortina (CRD# 6568262) is an Investment Advisor Representative working at Buff Your Finances in Newbury Park, CA and has over 7 years of experience in the finance industry. Galen Herbst De Cortina 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.
Gregory Lamp (CRD# 720921) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Newbury Park, CA and has over 41 years of experience in the finance industry.
Josh Lewensohn (CRD# 4923321) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newbury Park, CA and has over 19 years of experience in the finance industry.
James Mackellar (CRD# 803007) is an Investment Advisor Representative working at Mackellar, James H. in Newbury Park, CA and has over 30 years of experience in the finance industry.
Derek Marquis (CRD# 2072648) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newbury Park, CA and has over 33 years of experience in the finance industry. Derek Marquis 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.
Joseph Migdol (CRD# 6187602) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Newbury Park, CA and has over 10 years of experience in the finance industry.
Brian Padrick (CRD# 4638777) is an Investment Advisor Representative working at Lpl Financial LLC in Newbury Park, CA and has over 21 years of experience in the finance industry. Brian Padrick 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.
Robert Pondt (CRD# 1524457) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Newbury Park, CA and has over 37 years of experience in the finance industry.