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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
Donald Bergis (CRD# 6427167) is an Investment Advisor Representative working at Authentikos Wealth Advisory LLC in Morgan Hill, CA and has over 9 years of experience in the finance industry.
Michael Elder (CRD# 2679514) is an Investment Advisor Representative working at Commonwealth Financial Network in Morgan Hill, CA and has over 28 years of experience in the finance industry.
Jared Elson (CRD# 5785661) is an Investment Advisor Representative working at Authentikos Wealth Advisory LLC in Morgan Hill, CA and has over 13 years of experience in the finance industry.
David Faulk (CRD# 5021007) is an Investment Advisor Representative working at Montage Financial Advisors in Morgan Hill, CA and has over 18 years of experience in the finance industry. David Faulk 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.
Kimberly Gaxiola (CRD# 2649903) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Morgan Hill, CA and has over 28 years of experience in the finance industry. Kimberly Gaxiola 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.
Victor Gaxiola (CRD# 4840638) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Morgan Hill, CA and has over 19 years of experience in the finance industry.
Mark Grisedale (CRD# 2911549) is an Investment Advisor Representative working at Lpl Financial LLC in Morgan Hill, CA and has over 26 years of experience in the finance industry.
Gregory Hock (CRD# 4629004) is an Investment Advisor Representative working at Enlightened Finance LLC in Morgan Hill, CA and has over 17 years of experience in the finance industry.
Brian Horiuchi (CRD# 1746252) is an Investment Advisor Representative working at Cuso Financial Services in Morgan Hill, CA and has over 26 years of experience in the finance industry.
Bradley Ledwith (CRD# 3166100) is an Investment Advisor Representative working at Lpl Financial LLC in Morgan Hill, CA and has over 25 years of experience in the finance industry.