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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
Brian Johnson (CRD# 5617309) is an Investment Advisor Representative working at Monarch Wealth Strategies in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Stephen Kally (CRD# 1126325) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Barbara, CA and has over 41 years of experience in the finance industry. Stephen Kally 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.
Joshua Keith (CRD# 3275818) is an Investment Advisor Representative working at Laguna Capital Management, Inc. in Santa Barbara, CA and has over 22 years of experience in the finance industry.
Robert Keith (CRD# 265112) is an Investment Advisor Representative working at Laguna Capital Management, Inc. in Santa Barbara, CA and has over 28 years of experience in the finance industry.
Murray Kerdman (CRD# 2813087) is an Investment Advisor Representative working at Prime Source Enterprises, Inc. in Montecito, CA and has 1 year of experience in the finance industry.
Martin Kerns (CRD# 5437017) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 16 years of experience in the finance industry.
Brian Kerstiens (CRD# 6460280) is an Investment Advisor Representative working at City National Securities, Inc. in Montecito, CA and has over 8 years of experience in the finance industry. Brian Kerstiens 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.
Karen Kinrose (CRD# 2489731) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Barbara, CA and has over 30 years of experience in the finance industry.
Dawn Kirchner (CRD# 1991094) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Santa Barbara, CA and has over 26 years of experience in the finance industry. Dawn Kirchner 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.