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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
Steven Bristol (CRD# 6116922) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Encino, CA and has over 10 years of experience in the finance industry. Steven Bristol 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.
Matthew Burke (CRD# 3241142) is an Investment Advisor Representative working at Sb Capital Management, Inc. in Encino, CA and has over 24 years of experience in the finance industry.
Christopher Carter (CRD# 2634517) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has over 27 years of experience in the finance industry.
Jaime Castiel (CRD# 5397846) is an Investment Advisor Representative working at Avantax Advisory Services in Encino, CA and has over 16 years of experience in the finance industry.
Jessie Chipps (CRD# 6253563) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 9 years of experience in the finance industry.
Judith Chipps (CRD# 867761) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 37 years of experience in the finance industry.
Uma Chopra (CRD# 1843151) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 29 years of experience in the finance industry.
Oren Cohen (CRD# 4880557) is an Investment Advisor Representative working at Crown Capital Securities, LP in Encino, CA and has over 19 years of experience in the finance industry.
Stephanie Connor (CRD# 5272719) is an Investment Advisor Representative working at Sb Capital Management, Inc. in Encino, CA and has over 17 years of experience in the finance industry.
Jonathan Dardashti (CRD# 6716724) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 5 years of experience in the finance industry.