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Distance Only Pacific Grove, CA
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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
James Sterbick (CRD# 2539575) is an Investment Advisor Representative working at Lpl Financial LLC in Pacific Grove, CA and has over 29 years of experience in the finance industry.
Rolf Trautsch (CRD# 1219010) is an Investment Advisor Representative working at C & T Financial Services Group, Inc. in Pacific Grove, CA and has over 38 years of experience in the finance industry. Rolf Trautsch 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.
Tara Trautsch (CRD# 5292832) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Pacific Grove, CA and has over 16 years of experience in the finance industry. Tara Trautsch 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.
Ian Edwards (CRD# 7256452) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pacific Grove, CA and has over 3 years of experience in the finance industry.
Lynda Johnson (CRD# 5286242) is an Investment Advisor Representative working at Marathon Financial Advisors in Pacific Grove, CA and has 1 year of experience in the finance industry. Lynda Johnson 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.