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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
Abiel Acosta (CRD# 4851789) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Oxnard, CA and has over 19 years of experience in the finance industry. Abiel Acosta 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.
Patricia Adrian (CRD# 1562157) is an Investment Advisor Representative working at Lpl Financial LLC in Oxnard, CA and has over 24 years of experience in the finance industry.
Charles Allison (CRD# 4452409) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oxnard, CA and has over 20 years of experience in the finance industry.
David Almeida (CRD# 4195173) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Oxnard, CA and has over 23 years of experience in the finance industry.
Clarisa Andrade (CRD# 5581879) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oxnard, CA and has over 15 years of experience in the finance industry.
Blakely Biederman (CRD# 1752359) is an Investment Advisor Representative working at Lpl Financial LLC in Oxnard, CA and has over 36 years of experience in the finance industry.
Carolyn Bishop (CRD# 1628197) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Oxnard, CA and has over 33 years of experience in the finance industry. Carolyn Bishop 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.
David Botwinick (CRD# 1364511) is an Investment Advisor Representative working at Lpl Financial LLC in Oxnard, CA and has over 23 years of experience in the finance industry.
Alexander Burum (CRD# 6539689) is an Investment Advisor Representative working at Planmember Securities Corporation in Oxnard, CA and has over 6 years of experience in the finance industry.
Davin Carey (CRD# 5413012) is an Investment Advisor Representative working at Avantax Advisory Services in Oxnard, CA and has over 16 years of experience in the finance industry.