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Distance Only Santa Cruz, 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
John Anzaldua (CRD# 2107126) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Cruz, CA and has over 33 years of experience in the finance industry.
Andy Bacaylan (CRD# 2262905) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Cruz, CA and has over 31 years of experience in the finance industry. Andy Bacaylan 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.
Patrick Bennett (CRD# 2790207) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Santa Cruz, CA and has over 27 years of experience in the finance industry.
James Bizzack (CRD# 1356619) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Cruz, CA and has over 29 years of experience in the finance industry. James Bizzack 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.
Chris Buich (CRD# 5621515) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Santa Cruz, CA and has over 15 years of experience in the finance industry.
R. Chase (CRD# 5288069) is an Investment Advisor Representative working at Thurston Springer Advisors in Santa Cruz, CA and has over 17 years of experience in the finance industry.
Rebecca Contin (CRD# 4317249) is an Investment Advisor Representative working at East Rock Financial Services, LLC in Santa Cruz, CA and has over 22 years of experience in the finance industry. Rebecca Contin 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.
Clinton Davis (CRD# 805602) is an Investment Advisor Representative working at Park Avenue Securities LLC in Santa Cruz, CA and has over 27 years of experience in the finance industry.
Richard Delaney (CRD# 4950576) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Santa Cruz, CA and has over 18 years of experience in the finance industry.
David Doolin (CRD# 4490102) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Cruz, CA and has over 15 years of experience in the finance industry.