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Distance Metro area (25 miles)
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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
Edward Bryant (CRD# 5603187) is an Investment Advisor Representative working at Pacific Global Investment Management Co in Santa Monica, CA and has over 15 years of experience in the finance industry.
Jason Buck (CRD# 2420923) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 30 years of experience in the finance industry.
Jonathan Budish (CRD# 6484719) is an Investment Advisor Representative working at Verified Financial in Santa Monica, CA and has over 8 years of experience in the finance industry.
Nicholas Bullard (CRD# 6698476) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 7 years of experience in the finance industry.
Glenda Callanen (CRD# 1380108) is an Investment Advisor Representative working at Pfg Advisors in Santa Monica, CA and has over 37 years of experience in the finance industry. Glenda Callanen 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.
Marc Campbell (CRD# 5789364) is an Investment Advisor Representative working at Five Oceans Advisors in Santa Monica, CA and has over 13 years of experience in the finance industry. Marc Campbell 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.
Brian Canning (CRD# 5602008) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 15 years of experience in the finance industry. Brian Canning 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.
Elliott Carson (CRD# 6576506) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Santa Monica, CA and has over 7 years of experience in the finance industry.
Robert Castillo (CRD# 5669083) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 14 years of experience in the finance industry. Robert Castillo 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.
Jay Champlain (CRD# 1054808) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Monica, CA and has over 36 years of experience in the finance industry. Jay Champlain 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.