-
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
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.
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.
Nathan Cultice (CRD# 2873957) is an Investment Advisor Representative working at Castle Wealth Planning in Santa Barbara, CA and has over 26 years of experience in the finance industry. Nathan Cultice 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.
Ryan Curtis (CRD# 2591395) is an Investment Advisor Representative working at Curtis Advisory Group, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.
Maren Cuykendall (CRD# 5443469) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 11 years of experience in the finance industry.
Lori Daffron (CRD# 1839429) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 34 years of experience in the finance industry.
Lisa Daniel (CRD# 1517339) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 37 years of experience in the finance industry.
Jeffrey Davis (CRD# 1315953) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Santa Barbara, CA and has over 39 years of experience in the finance industry.
Todd Dawes (CRD# 4547462) is an Investment Advisor Representative working at Certis Capital Management, Inc. in Santa Barbara, CA and has over 23 years of experience in the finance industry.
Daniel De Meyer (CRD# 1654579) is an Investment Advisor Representative working at Edward Jones in Santa Barbara, CA and has over 34 years of experience in the finance industry.