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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
Robert Rich (CRD# 6388619) is an Investment Advisor Representative working at Edward Jones in Orcutt, CA and has over 9 years of experience in the finance industry.
Todd Sears (CRD# 4743550) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Maria, CA and has over 12 years of experience in the finance industry.
William Serritslev (CRD# 5042198) is an Investment Advisor Representative working at Avantax Advisory Services in Solvang, CA and has over 18 years of experience in the finance industry.
Gregory Steele (CRD# 1398858) is an Investment Advisor Representative working at G.c. Steele & Company in Solvang, CA and has over 37 years of experience in the finance industry. Gregory Steele 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.
Clark Stevens (CRD# 4208374) is an Investment Advisor Representative working at Independent Financial Group, LLC in Santa Maria, CA and has over 23 years of experience in the finance industry.
Leslie Swartwood (CRD# 6739497) is an Investment Advisor Representative working at Edward Jones in Santa Ynez, CA and has over 7 years of experience in the finance industry.
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.
James Watts (CRD# 4735301) is an Investment Advisor Representative working at Edward Jones in Solvang, CA and has over 20 years of experience in the finance industry.
Iran Zaranda Velazquez (CRD# 6769004) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Maria, CA and has over 5 years of experience in the finance industry.
Collie Coburn (CRD# 6855753) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Maria, CA and has over 6 years of experience in the finance industry.