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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
Tammy Jones (CRD# 2282038) is an Investment Advisor Representative working at Edward Jones in Monterey, CA and has over 30 years of experience in the finance industry.
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.
Susan Kendall (CRD# 2639271) is an Investment Advisor Representative working at Commonwealth Financial Network in Pacific Grove, CA and has over 28 years of experience in the finance industry. Susan Kendall 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.
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.
Michael Kirch (CRD# 2224591) is an Investment Advisor Representative working at Del Monte Capital, Inc. in Monterey, CA and has over 19 years of experience in the finance industry.
Elizabeth Kirkpatrick (CRD# 1101665) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 40 years of experience in the finance industry.
Joel Knight (CRD# 1379212) is an Investment Advisor Representative working at American Investors Co in Monterey, CA and has over 25 years of experience in the finance industry.
Mark Kooiman (CRD# 5213969) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 17 years of experience in the finance industry. Mark Kooiman 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.
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.