-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
David Fanucchi (CRD# 1201469) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 39 years of experience in the finance industry.
Jared Frieg (CRD# 4910689) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 18 years of experience in the finance industry.
Thomas Gaspich (CRD# 809772) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 35 years of experience in the finance industry.
Howard Given (CRD# 2307489) is an Investment Advisor Representative working at Cypress Path Capital, LLC in Carmel, CA and has over 31 years of experience in the finance industry.
Linda Guy (CRD# 2953517) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 26 years of experience in the finance industry. Linda Guy 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.
Richard Hewitt (CRD# 4875956) is an Investment Advisor Representative working at Praetorian Guard, A Division Of Praetorian Wealth Management,inc in Carmel, CA and has 1 year of experience in the finance industry. Richard Hewitt 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.
Laura Kelly (CRD# 5321371) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Carmel, CA and has over 17 years of experience in the finance industry.
Barry Kilzer (CRD# 4968508) is an Investment Advisor Representative working at Kilzer Wealth Management in Carmel, CA and has 1 year of experience in the finance industry.
Matthew King (CRD# 1551276) is an Investment Advisor Representative working at No-load Asset Management in Carmel, CA and has over 37 years of experience in the finance industry.
Crystaline Kopriva (CRD# 5137601) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 15 years of experience in the finance industry.