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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
Cody Bahr (CRD# 6728991) is an Investment Advisor Representative working at Ariadne Wealth Management, LP in Santa Barbara, CA and has over 7 years of experience in the finance industry.
Samantha Bakke (CRD# 5793211) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 13 years of experience in the finance industry.
Mel Bannon (CRD# 2173976) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Westlake Village, CA and has over 32 years of experience in the finance industry.
Brad Barrett (CRD# 5360288) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 15 years of experience in the finance industry.
Julie Barron (CRD# 5512223) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 15 years of experience in the finance industry.
Steven Barrus (CRD# 5686896) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westlake Village, CA and has over 14 years of experience in the finance industry.
Paul Bartschi (CRD# 4198048) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake Village, CA and has over 23 years of experience in the finance industry.
Bruce Bassin (CRD# 3002301) is an Investment Advisor Representative working at Bassin, Bruce in Thousand Oaks, CA and has over 26 years of experience in the finance industry.
Joseph Bauers (CRD# 4437770) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 22 years of experience in the finance industry.
Brad Baumann (CRD# 5828002) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Thousand Oaks, CA and has over 5 years of experience in the finance industry. Brad Baumann 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.