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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
Candice Carrizales (CRD# 7277324) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Oxnard, CA and has over 2 years of experience in the finance industry.
Michael Fox (CRD# 6738509) is an Investment Advisor Representative working at Commonwealth Financial Network in Oxnard, CA and has over 5 years of experience in the finance industry. Michael Fox 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.
Walker Franks (CRD# 7052822) is an Investment Advisor Representative working at Avantax Advisory Services in Oxnard, CA and has over 4 years of experience in the finance industry.
Andrew Gonzalez (CRD# 6793859) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oxnard, CA and has over 6 years of experience in the finance industry.
Jason Lloyd (CRD# 4005418) is an Investment Advisor Representative working at Morgan Stanley in Oxnard, CA and has over 24 years of experience in the finance industry.
Adam Oehmke (CRD# 5094653) is an Investment Advisor Representative working at Morgan Stanley in Oxnard, CA and has 1 year of experience in the finance industry.
Mason Pendleton (CRD# 6679973) is an Investment Advisor Representative working at Morgan Stanley in Oxnard, CA and has over 2 years of experience in the finance industry.
John Phillips (CRD# 1225737) is an Investment Advisor Representative working at Lpl Financial LLC in Oxnard, CA and has over 28 years of experience in the finance industry. John Phillips 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.
Telma Provencio (CRD# 5413502) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Oxnard, CA and has over 16 years of experience in the finance industry.
Jacqueline Roman (CRD# 7158573) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oxnard, CA and has over 4 years of experience in the finance industry.