-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Yusuf Balogun (CRD# 5747592) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 14 years of experience in the finance industry.
Robert Craig (CRD# 6924643) is an Investment Advisor Representative working at Edward Jones in Goleta, CA and has over 5 years of experience in the finance industry.
Paul Mannion (CRD# 4764558) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 19 years of experience in the finance industry. Paul Mannion 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.
Christian Orth (CRD# 6622729) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Goleta, CA and has over 7 years of experience in the finance industry.
Anita Peca (CRD# 5293661) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 17 years of experience in the finance industry.
Kirk Stovesand (CRD# 4249778) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 23 years of experience in the finance industry. Kirk Stovesand 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.
Marlin Stovesand (CRD# 6704432) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 7 years of experience in the finance industry. Marlin Stovesand 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.
Natalie Taylor (CRD# 4870668) is an Investment Advisor Representative working at The Goodland Group in Goleta, CA and has over 19 years of experience in the finance industry. Natalie Taylor 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 Wagner (CRD# 2745517) is an Investment Advisor Representative working at Lpl Financial LLC in Goleta, CA and has over 27 years of experience in the finance industry.
Ryan Wolfshorndl (CRD# 5950446) is an Investment Advisor Representative working at Financial Vision LLC in Goleta, CA and has 1 year of experience in the finance industry. Ryan Wolfshorndl 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.