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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
Brenton Armstrong (CRD# 5491179) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 16 years of experience in the finance industry. Brenton Armstrong 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.
David Banks (CRD# 6482458) is an Investment Advisor Representative working at Phase Two Capital, LLC in Del Mar, CA and has over 9 years of experience in the finance industry.
Aubrey Brown (CRD# 6205315) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 9 years of experience in the finance industry. Aubrey Brown 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.
Kelli Burger (CRD# 5966559) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 11 years of experience in the finance industry. Kelli Burger 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.
Julia Bussie (CRD# 1189008) is an Registered Investment Advisor and is President of JSB Capital Management, LLC in Del Mar, CA. She has over 35 years of experience in the finance industry. JSB offers investment management and financial planning.
Anthony Camara (CRD# 6337614) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Del Mar, CA and has over 9 years of experience in the finance industry.
Bradley Cooperman (CRD# 4046860) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Del Mar, CA and has over 24 years of experience in the finance industry.
Jonathan Doering (CRD# 2078919) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Del Mar, CA and has over 32 years of experience in the finance industry.
Christopher Fenimore (CRD# 5483571) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Del Mar, CA and has over 15 years of experience in the finance industry.
Ryan Flynn (CRD# 4748506) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Del Mar, CA and has over 20 years of experience in the finance industry.