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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
Joseph Lambert (CRD# 865469) is an Investment Advisor Representative working at Lambert Capital Management in Solvang, CA and has over 40 years of experience in the finance industry.
Alec Lance (CRD# 5351567) is an Investment Advisor Representative working at West Coast Financial, LLC in Avila Beach, CA and has 1 year of experience in the finance industry.
Brent Larsen (CRD# 1986785) is an Investment Advisor Representative working at Avantax Advisory Services in Vandenberg Village, CA and has over 33 years of experience in the finance industry. Brent Larsen 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.
Jefferson Ledgerwood (CRD# 5856751) is an Investment Advisor Representative working at Edward Jones in Santa Maria, CA and has over 12 years of experience in the finance industry.
Jeffrey Little (CRD# 1293868) is an Investment Advisor Representative working at Financial Telesis Company in Solvang, CA and has over 39 years of experience in the finance industry. Jeffrey Little 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.
Sean Maguire (CRD# 6235024) is an Investment Advisor Representative working at Commonwealth Financial Network in Arroyo Grande, CA and has over 7 years of experience in the finance industry.
Stephen Maguire (CRD# 317095) is an Investment Advisor Representative working at Commonwealth Financial Network in Arroyo Grande, CA and has over 16 years of experience in the finance industry.
Roger McConnell (CRD# 4380813) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Lompoc, CA and has over 22 years of experience in the finance industry.
Jorge Morales (CRD# 4485239) is an Investment Advisor Representative working at Lpl Financial LLC in Solvang, CA and has over 22 years of experience in the finance industry.
Moyses Muguira (CRD# 6053075) is an Investment Advisor Representative working at Edward Jones in Pismo Beach, CA and has over 11 years of experience in the finance industry.