-
Distance Only Santa Maria, 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
Marcy Holdsambeck-Hyde (CRD# 4186741) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Maria, CA and has over 23 years of experience in the finance industry.
Bradley Johnson (CRD# 3126357) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Maria, CA and has over 25 years of experience in the finance industry. Bradley Johnson 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.
Cindy Kelley (CRD# 2651522) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Maria, CA and has over 28 years of experience in the finance industry.
Jefferson Ledgerwood (CRD# 5856751) is an Investment Advisor Representative working at Edward Jones in Santa Maria, CA and has over 12 years of experience in the finance industry.
David Ogden (CRD# 4357215) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Maria, CA and has over 8 years of experience in the finance industry.
Robert Ogden (CRD# 1317619) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Maria, CA and has over 25 years of experience in the finance industry. Robert Ogden 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.
Todd Sears (CRD# 4743550) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Maria, CA and has over 12 years of experience in the finance industry.
Clark Stevens (CRD# 4208374) is an Investment Advisor Representative working at Independent Financial Group, LLC in Santa Maria, CA and has over 23 years of experience in the finance industry.
Iran Zaranda Velazquez (CRD# 6769004) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Maria, CA and has over 5 years of experience in the finance industry.
Collie Coburn (CRD# 6855753) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Maria, CA and has over 6 years of experience in the finance industry.