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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
Aaron Clark (CRD# 4768202) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Barbara, CA and has over 20 years of experience in the finance industry. Aaron Clark 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.
Byron Clark (CRD# 2874549) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.
Sara Clark (CRD# 5553797) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 14 years of experience in the finance industry.
Julia Coburn (CRD# 2565449) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Santa Barbara, CA and has over 21 years of experience in the finance industry.
Steven Colton (CRD# 1316975) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 39 years of experience in the finance industry.
Christopher Compogiannis (CRD# 51754) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 39 years of experience in the finance industry.
Gary Cook (CRD# 6394640) is an Investment Advisor Representative working at Gary Cook in Santa Barbara, CA and has over 9 years of experience in the finance industry.
Patrick Corrigan (CRD# 6099242) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry. Patrick Corrigan 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.
Kathryn Courain (CRD# 4062768) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 21 years of experience in the finance industry.
Harrison Croff (CRD# 6197598) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 10 years of experience in the finance industry.