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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
Larry O'callaghan (CRD# 2671685) is an Investment Advisor Representative working at Onedigital Investment Advisors in Solvang, CA and has over 28 years of experience in the finance industry.
David Ogden (CRD# 4357215) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Maria, CA and has over 8 years of experience in the finance industry.
Robert Ogden (CRD# 1317619) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Santa Maria, CA and has over 25 years of experience in the finance industry. Robert Ogden 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.
Thomas Paine (CRD# 2285372) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Arroyo Grande, CA and has over 31 years of experience in the finance industry.
Andrew Paul (CRD# 6983217) is an Investment Advisor Representative working at Edward Jones in Arroyo Grande, CA and has over 5 years of experience in the finance industry.
Frank Pickett (CRD# 2816657) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lompoc, CA and has over 27 years of experience in the finance industry.
Bruce Porter (CRD# 4451085) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Ynez, CA and has over 22 years of experience in the finance industry. Bruce Porter 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.
John Puscheck (CRD# 1140737) is an Investment Advisor Representative working at Wells Fargo Advisors in Lompoc, CA and has over 38 years of experience in the finance industry.
Daniel Rohr (CRD# 6236648) is an Investment Advisor Representative working at Wealthsource® in Arroyo Grande, CA and has 1 year of experience in the finance industry.
Garrett Sabin (CRD# 4844313) is an Investment Advisor Representative working at Central Coast Tax & Financial Services in Lompoc, CA and has over 19 years of experience in the finance industry.