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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
Anthony Purpero (CRD# 856680) is an Investment Advisor Representative working at Harbor Hills Financial Advisors in Montecito, CA and has over 40 years of experience in the finance industry.
John Puscheck (CRD# 1140737) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Lompoc, CA and has over 38 years of experience in the finance industry.
Robert Rich (CRD# 6388619) is an Investment Advisor Representative working at Edward Jones in Orcutt, CA and has over 9 years of experience in the finance industry.
Aaron Ritter (CRD# 5175154) is an Investment Advisor Representative working at Abundant Wealth Partners, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry. Aaron Ritter 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.
Garrett Sabin (CRD# 4844313) is an Investment Advisor Representative working at Central Coast Tax & Financial Services in Lompoc, CA and has over 19 years of experience in the finance industry.
Todd Sears (CRD# 4743550) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Maria, CA and has over 12 years of experience in the finance industry.
William Serritslev (CRD# 5042198) is an Investment Advisor Representative working at Avantax Advisory Services in Solvang, CA and has over 18 years of experience in the finance industry.
Gregory Steele (CRD# 1398858) is an Investment Advisor Representative working at G.c. Steele & Company in Solvang, CA and has over 37 years of experience in the finance industry. Gregory Steele 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.
Clark Stevens (CRD# 4208374) is an Investment Advisor Representative working at Independent Financial Group, LLC in Santa Maria, CA and has over 23 years of experience in the finance industry.
Kirk Stovesand (CRD# 4249778) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 23 years of experience in the finance industry. Kirk Stovesand 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.