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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
Bruce Thomas (CRD# 2509968) is an Investment Advisor Representative working at Bruce James Thomas Jr in Moorpark, CA and has over 29 years of experience in the finance industry. Bruce Thomas 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.
Carolyn Tomlinson (CRD# 1971574) is an Investment Advisor Representative working at Carolyn J. Tomlinson in Moorpark, CA and has over 33 years of experience in the finance industry.
Chandler Tso (CRD# 7490166) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 2 years of experience in the finance industry.
Christine White (CRD# 7732711) is an Investment Advisor Representative working at Imagine Math in Moorpark, CA and has 1 year of experience in the finance industry.
Youcheng Wu (CRD# 7533902) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Moorpark, CA and has 1 year of experience in the finance industry.
Alexander P. Tuckman, AIF®, ChFC®, CRC®, Accredited Investment Fiduciary®, Chartered Financial Consultant® and Certified Retirement Counselor®, has been investing for over 27 years. The son of two award winning economists, brother of a day trader and grandson of a successful business and foundation, Tuckman has grown up on economic principles since childhood.
Tuckman worked at the Goldman Sachs Asset Management Department in 1994. Mr. Tuckman came from a rigorous training program at Searchlight Financial where he was groomed by a 40 year veteran in the industry.
Mr. Tuckman practices what he...
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.
Blair Aaronson (CRD# 1343922) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Woodland Hills, CA and has over 38 years of experience in the finance industry.
Mohammed Aater (CRD# 3250900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 23 years of experience in the finance industry.
Eric Abbe (CRD# 4793512) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Woodland Hills, CA and has over 19 years of experience in the finance industry.