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Distance Only Westlake Village, 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
Brad Barrett (CRD# 5360288) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 15 years of experience in the finance industry.
Steven Barrus (CRD# 5686896) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westlake Village, CA and has over 14 years of experience in the finance industry.
Paul Bartschi (CRD# 4198048) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake Village, CA and has over 23 years of experience in the finance industry.
Wayne Baxter (CRD# 6102221) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 11 years of experience in the finance industry.
Brandon Berman (CRD# 5911138) is an Investment Advisor Representative working at Mariner Independent in Westlake Village, CA and has over 13 years of experience in the finance industry. Brandon Berman 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.
Jake Berman (CRD# 6905569) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 6 years of experience in the finance industry.
Joan Bernstein (CRD# 2207946) is an Investment Advisor Representative working at Lpl Financial LLC in Westlake Village, CA and has over 32 years of experience in the finance industry.
Larry Bernstein (CRD# 4052215) is an Investment Advisor Representative working at Wells Fargo Advisors in Westlake Village, CA and has over 24 years of experience in the finance industry.
Shaun Beyrer (CRD# 4743053) is an Investment Advisor Representative working at Western International Securities in Westlake Village, CA and has over 20 years of experience in the finance industry. Shaun Beyrer 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.
Victoria Black (CRD# 1486179) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake Village, CA and has over 32 years of experience in the finance industry. Victoria Black 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.