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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
Judith Colvin (CRD# 1481217) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 37 years of experience in the finance industry.
Luis Contreras (CRD# 5742063) is an Investment Advisor Representative working at Contreras Financial, Inc. in Salinas, CA and has over 11 years of experience in the finance industry.
Cydney Crampton (CRD# 1246616) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Monterey, CA and has over 40 years of experience in the finance industry.
Kenneth Cranstone (CRD# 6302325) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 6 years of experience in the finance industry. Kenneth Cranstone 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.
Bryan Crawford (CRD# 2018282) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 34 years of experience in the finance industry.
Nicholas Curran (CRD# 4841256) is an Investment Advisor Representative working at Interlake Capital Management, LLC in Monterey, CA and has over 19 years of experience in the finance industry.
Denver Dale (CRD# 2228968) is an Investment Advisor Representative working at Pale Blue Capital LLC in Carmel, CA and has over 31 years of experience in the finance industry.
Danny Darchuck (CRD# 1241982) is an Investment Advisor Representative working at Topturn Capital, LLC in Monterey, CA and has over 25 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.
Michael Davidson (CRD# 4818481) is an Investment Advisor Representative working at Hilltop Securities Inc. in Monterey, CA and has over 18 years of experience in the finance industry.
Paula De Vos (CRD# 4320748) is an Investment Advisor Representative working at Synergist Wealth Advisors in Carmel-By-The-Sea, CA and has over 21 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.