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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
Janice Borsch (CRD# 4802429) is an Investment Advisor Representative working at Avantax Advisory Services in Santa Maria, CA and has over 18 years of experience in the finance industry.
Bradley Boulton (CRD# 5977189) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Orcutt, CA and has over 12 years of experience in the finance industry. Bradley Boulton 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.
Eric Bravo (CRD# 5445702) is an Investment Advisor Representative working at Edward Jones in Santa Maria, CA and has over 16 years of experience in the finance industry.
Joseph Brittingham (CRD# 2853799) is an Investment Advisor Representative working at Lpl Financial LLC in Pismo Beach, CA and has over 27 years of experience in the finance industry. Joseph Brittingham 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.
Wesley Brown (CRD# 3251052) is an Investment Advisor Representative working at Onedigital Investment Advisors in Santa Maria, CA and has over 24 years of experience in the finance industry. Wesley Brown 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.
Steven Burdick (CRD# 2325027) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Arroyo Grande, CA and has over 25 years of experience in the finance industry.
Erika Bylund (CRD# 5825036) is an Investment Advisor Representative working at Lpl Financial LLC in Arroyo Grande, CA and has over 9 years of experience in the finance industry. Erika Bylund 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.
Marie Caldera (CRD# 1980184) is an Investment Advisor Representative working at Next Financial Group, Inc. in San Luis Obispo, CA and has over 33 years of experience in the finance industry.
Ryan Caldwell (CRD# 5614149) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry. Ryan Caldwell 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.
Megan Carden (CRD# 6758688) is an Investment Advisor Representative working at Ep Wealth Advisors in San Luis Obispo, CA and has 1 year of experience in the finance industry. Megan Carden 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.