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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
Patricia Brukoff (CRD# 5101534) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 17 years of experience in the finance industry.
Cristofer Cabanillas (CRD# 4048836) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 23 years of experience in the finance industry. Cristofer Cabanillas 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.
Paul Cahalan (CRD# 2096654) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has over 33 years of experience in the finance industry.
Charles Cha (CRD# 2783275) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Monterey, CA and has over 27 years of experience in the finance industry.
Paul Chase (CRD# 1173189) is an Investment Advisor Representative working at Lpl Financial LLC in Monterey, CA and has over 24 years of experience in the finance industry.
Cydney Crampton (CRD# 1246616) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Monterey, CA and has over 40 years of experience in the finance industry.
Kenneth Cranstone (CRD# 6302325) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 6 years of experience in the finance industry. Kenneth Cranstone 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.
Nicholas Curran (CRD# 4841256) is an Investment Advisor Representative working at Interlake Capital Management, LLC in Monterey, CA and has over 19 years of experience in the finance industry.
Danny Darchuck (CRD# 1241982) is an Investment Advisor Representative working at Topturn Capital, LLC in Monterey, CA and has over 25 years of experience in the finance industry. Danny Darchuck 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.
Michael Davidson (CRD# 4818481) is an Investment Advisor Representative working at Hilltop Securities Inc. in Monterey, CA and has over 18 years of experience in the finance industry.