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Distance Only Ventura, 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
Michael Mansfield (CRD# 5656946) is an Investment Advisor Representative working at The Lynd Group Advisors, LLC in Ventura, CA and has over 14 years of experience in the finance industry. Michael Mansfield 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.
Michael Anderson (CRD# 5407770) is an Investment Advisor Representative working at Maranantha Financial in Ventura, CA and has over 16 years of experience in the finance industry. Michael Anderson 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.
Jeffrey Beeh (CRD# 2289886) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ventura, CA and has over 31 years of experience in the finance industry.
Philip Bullard (CRD# 5092821) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Ventura, CA and has over 18 years of experience in the finance industry.
Lawrence Bushey (CRD# 2182637) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Ventura, CA and has over 32 years of experience in the finance industry.
Thomas Carroll (CRD# 2765011) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Ventura, CA and has over 27 years of experience in the finance industry.
Russell Charvonia (CRD# 710511) is an Investment Advisor Representative working at Mariner Wealth in Ventura, CA and has over 43 years of experience in the finance industry. Russell Charvonia 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 Cheatham (CRD# 5040406) is an Investment Advisor Representative working at Integrity Wealth Advisors, LLC in Ventura, CA and has over 18 years of experience in the finance industry.
John Clay (CRD# 4432824) is an Investment Advisor Representative working at D.a. Davidson & Company in Ventura, CA and has over 22 years of experience in the finance industry.
Jeremy Cole (CRD# 5017775) is an Investment Advisor Representative working at Lpl Financial LLC in Ventura, CA and has over 18 years of experience in the finance industry.