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Distance Only Simi Valley, 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
Chad Francis (CRD# 6893333) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 6 years of experience in the finance industry.
Amy Friedman (CRD# 5482272) is an Investment Advisor Representative working at Kevin Kennedy, LLC in Simi Valley, CA and has over 15 years of experience in the finance industry. Amy Friedman 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.
Bryan Geurink (CRD# 6889584) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has 1 year of experience in the finance industry. Bryan Geurink 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.
Daniel Goldberg (CRD# 6724837) is an Investment Advisor Representative working at The Simple Investor's Guide, LLC in Simi Valley, CA and has over 7 years of experience in the finance industry.
Christopher Goodenough (CRD# 4646169) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Simi Valley, CA and has over 17 years of experience in the finance industry.
Richard Graham (CRD# 4088076) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Simi Valley, CA and has over 23 years of experience in the finance industry.
Keith Gray (CRD# 6036964) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Simi Valley, CA and has over 12 years of experience in the finance industry.
Richard Griswold (CRD# 2221680) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Simi Valley, CA and has over 31 years of experience in the finance industry.
Henry Hache (CRD# 3132112) is an Investment Advisor Representative working at Ai Financial, Inc. in Simi Valley, CA and has over 25 years of experience in the finance industry.
Benjamin Hale (CRD# 4573431) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Simi Valley, CA and has over 21 years of experience in the finance industry.