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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
Bradley Newman (CRD# 2714202) is an Investment Advisor Representative working at Wells Fargo Advisors in Agoura Hills, CA and has over 28 years of experience in the finance industry.
Melissa Oliver (CRD# 6735929) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Agoura Hills, CA and has over 6 years of experience in the finance industry.
Olivia Peterson (CRD# 6298697) is an Investment Advisor Representative working at Edward Jones in Agoura Hills, CA and has over 6 years of experience in the finance industry.
Maria Pisa Dimaggio (CRD# 2360143) is an Investment Advisor Representative working at Edward Jones in Agoura Hills, CA and has over 30 years of experience in the finance industry.
Michael Price (CRD# 4718481) is an Investment Advisor Representative working at Edward Jones in Agoura Hills, CA and has over 20 years of experience in the finance industry. Michael Price 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.
Gareth Rich (CRD# 1287210) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Agoura Hills, CA and has over 36 years of experience in the finance industry. Gareth Rich 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.
Andrea Roschke (CRD# 5923299) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Agoura Hills, CA and has over 12 years of experience in the finance industry.
Eric Sarkissian (CRD# 4834560) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Agoura Hills, CA and has over 10 years of experience in the finance industry.
Gal Sherman (CRD# 3008965) is an Investment Advisor Representative working at The Wealth Consulting Group in Agoura Hills, CA and has over 26 years of experience in the finance industry. Gal Sherman 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.
Russell Suede (CRD# 1616923) is an Investment Advisor Representative working at Lpl Financial LLC in Agoura Hills, CA and has over 35 years of experience in the finance industry. Russell Suede 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.