-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Coleen Edwards (CRD# 2091441) is an Investment Advisor Representative working at Weinberger Asset Management, Inc. in Orcutt, CA and has over 32 years of experience in the finance industry.
Michael Gorbell (CRD# 4938433) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Orcutt, CA and has over 17 years of experience in the finance industry.
Robert Rich (CRD# 6388619) is an Investment Advisor Representative working at Edward Jones in Orcutt, CA and has over 9 years of experience in the finance industry.
James Simonaro (CRD# 7208828) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Orcutt, CA and has over 3 years of experience in the finance industry. James Simonaro 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.
Bruce Altheide (CRD# 1633454) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Maria, CA and has over 37 years of experience in the finance industry. Bruce Altheide 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.
Janet Avedisian (CRD# 4781575) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arroyo Grande, CA and has over 19 years of experience in the finance industry.
Gregory Baker (CRD# 2680698) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pismo Beach, CA and has over 28 years of experience in the finance industry.
Joel Baker (CRD# 1121345) is an Investment Advisor Representative working at The J R Baker Group in Buellton, CA and has over 39 years of experience in the finance industry.
Christie Benedetti (CRD# 5538246) is an Investment Advisor Representative working at Benedetti Financial, Inc. in Santa Maria, CA and has over 10 years of experience in the finance industry.
Trent Benedetti (CRD# 1746521) is an Investment Advisor Representative working at Benedetti Financial, Inc. in Santa Maria, CA and has over 36 years of experience in the finance industry. Trent Benedetti 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.