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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
Peter Kozak (CRD# 2765784) is an Investment Advisor Representative working at Brightpath Wealth Planning, LLC in Camarillo, CA and has over 27 years of experience in the finance industry. Peter Kozak 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.
Timothy Kuns (CRD# 1003204) is an Investment Advisor Representative working at Advantage Financial Consultants in Camarillo, CA and has over 37 years of experience in the finance industry.
Richard Levin (CRD# 2121910) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 33 years of experience in the finance industry.
Lisa Lewis (CRD# 3041184) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Camarillo, CA and has over 26 years of experience in the finance industry.
Alysia Lindberg (CRD# 6046397) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Camarillo, CA and has over 5 years of experience in the finance industry.
Matthew Lucadano (CRD# 5492355) is an Investment Advisor Representative working at Lpl Financial LLC in Camarillo, CA and has over 16 years of experience in the finance industry.
Alexander Lyskin (CRD# 2247509) is an Investment Advisor Representative working at Commonwealth Financial Network in Camarillo, CA and has over 31 years of experience in the finance industry. Alexander Lyskin 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.
Melanie Martinez (CRD# 4662056) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Camarillo, CA and has over 7 years of experience in the finance industry.
Joseph McCarthy (CRD# 5469879) is an Investment Advisor Representative working at Kingsgrove Management, LLC in Camarillo, CA and has over 16 years of experience in the finance industry.
Jennifer McGee (CRD# 2174305) is an Investment Advisor Representative working at Equity Management Group in Camarillo, CA and has over 29 years of experience in the finance industry.