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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
Kathleen Eckerson (CRD# 2868958) is an Investment Advisor Representative working at Advisory Alpha, LLC in Pebble Beach, CA and has over 20 years of experience in the finance industry.
Mark Wilson (CRD# 6362846) is an Investment Advisor Representative working at Wilson, Mark Henry in Pebble Beach, CA and has over 3 years of experience in the finance industry.
Russell Fletcher (CRD# 1787137) is an Investment Advisor Representative working at J.P. Morgan Securities LLC in Carmel-By-The-Sea, CA and has over 27 years of experience in the finance industry.
Dorothy Belville (CRD# 718668) is an Investment Advisor Representative working at Cetera Advisors LLC in Monterey, CA and has over 36 years of experience in the finance industry. Dorothy Belville 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.
Cristofer Cabanillas (CRD# 4048836) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 17 years of experience in the finance industry. Cristofer Cabanillas 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.
George Chobany (CRD# 1012476) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Carmel Valley, CA and has over 23 years of experience in the finance industry. George Chobany 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.
Danny Darchuck (CRD# 1241982) is an Investment Advisor Representative working at Topturn Capital, LLC in Monterey, CA and has over 20 years of experience in the finance industry. Danny Darchuck 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.
Paula De Vos (CRD# 4320748) is an Investment Advisor Representative working at Synergist Wealth Advisors in Carmel-By-The-Sea, CA and has over 15 years of experience in the finance industry. Paula De Vos 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.
Linda Guy (CRD# 2953517) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 20 years of experience in the finance industry. Linda Guy 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.
Charles Hewett (CRD# 2200338) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monterey, CA and has over 26 years of experience in the finance industry.