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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
Jeanine Burford (CRD# 2207952) is an Investment Advisor Representative working at Morgan Stanley in Montecito, CA and has over 32 years of experience in the finance industry.
Erik Gutierrez (CRD# 6580236) is an Investment Advisor Representative working at Manchester Capital Management LLC in Montecito, CA and has 1 year of experience in the finance industry.
Michael Mansfield (CRD# 5656946) is an Investment Advisor Representative working at The Lynd Group Advisors, LLC in Ventura, CA and has over 14 years of experience in the finance industry. Michael Mansfield 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.
Austyn Abbas (CRD# 4850609) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 19 years of experience in the finance industry.
Matthew Adams (CRD# 4570280) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 23 years of experience in the finance industry.
James Adgar (CRD# 4734751) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 20 years of experience in the finance industry.
Craig Allen (CRD# 2113344) is an Investment Advisor Representative working at C.d. Allen Wealth Management, LLC in Santa Barbara, CA and has over 33 years of experience in the finance industry. Craig Allen 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.
Andrew Anable (CRD# 5625071) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Brent Anderson (CRD# 4823) is an Investment Advisor Representative working at The Ameriflex Group in Santa Barbara, CA and has over 25 years of experience in the finance industry.
Joshua Anderson (CRD# 6188693) is an Investment Advisor Representative working at Cognitive Trader in Santa Barbara, CA and has over 11 years of experience in the finance industry.