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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
Steven Barrus (CRD# 5686896) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westlake Village, CA and has over 14 years of experience in the finance industry.
Paul Bartschi (CRD# 4198048) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake Village, CA and has over 23 years of experience in the finance industry.
Bruce Bassin (CRD# 3002301) is an Investment Advisor Representative working at Bassin, Bruce in Thousand Oaks, CA and has over 26 years of experience in the finance industry.
Joseph Bauers (CRD# 4437770) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 22 years of experience in the finance industry.
Brad Baumann (CRD# 5828002) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Thousand Oaks, CA and has over 5 years of experience in the finance industry. Brad Baumann 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.
Dustin Baxley (CRD# 6453242) is an Investment Advisor Representative working at Edward Jones in Ojai, CA and has over 9 years of experience in the finance industry.
Wayne Baxter (CRD# 6102221) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 11 years of experience in the finance industry.
Donald Beck (CRD# 5743988) is an Investment Advisor Representative working at Chaos Solved, Inc. in Newbury Park, CA and has over 16 years of experience in the finance industry.
Dorothy Beck (CRD# 5743989) is an Investment Advisor Representative working at Chaos Solved, Inc. in Newbury Park, CA and has over 16 years of experience in the finance industry.
Jeffrey Beeh (CRD# 2289886) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ventura, CA and has over 31 years of experience in the finance industry.