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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
Paul Gregory (CRD# 2981752) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 26 years of experience in the finance industry.
Jason Griffin (CRD# 2725523) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 27 years of experience in the finance industry.
John Griffin (CRD# 2373019) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Salinas, CA and has over 30 years of experience in the finance industry.
Douglas Gutshall (CRD# 2420463) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 30 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.
Karen Hagman (CRD# 6731171) is an Investment Advisor Representative working at Edward Jones in Salinas, CA and has over 7 years of experience in the finance industry.
Kimberly Hankins (CRD# 2411276) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Carmel Valley, CA and has over 28 years of experience in the finance industry.
Justin Hannah (CRD# 5154400) is an Investment Advisor Representative working at Primerica Advisors in Watsonville, CA and has over 17 years of experience in the finance industry.
Zachariah Harney (CRD# 6555568) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 8 years of experience in the finance industry. Zachariah Harney 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.
William Hastie (CRD# 1389076) is an Investment Advisor Representative working at Commonwealth Financial Network in Salinas, CA and has over 30 years of experience in the finance industry.