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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
Daniel Racicot (CRD# 4066178) is an Investment Advisor Representative working at Lpl Financial LLC in Rancho Santa Fe, CA and has over 24 years of experience in the finance industry.
Steven Re (CRD# 822483) is an Investment Advisor Representative working at Fairbanks Capital Management, Inc. in Rancho Santa Fe, CA and has over 44 years of experience in the finance industry.
Dolores Serdahely (CRD# 3185948) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 23 years of experience in the finance industry.
Kevin Sevier (CRD# 4727255) is an Investment Advisor Representative working at Dark Horse Advisors LLC in Rancho Santa Fe, CA and has over 20 years of experience in the finance industry.
Cecilia Shelton (CRD# 4007397) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 21 years of experience in the finance industry.
Arthur Shooter (CRD# 2114839) is an Investment Advisor Representative working at Wells Fargo Advisors in Rancho Santa Fe, CA and has over 33 years of experience in the finance industry.
Christopher Siriani (CRD# 2059500) is an Investment Advisor Representative working at Nicholas Investment Partners, LP in Rancho Santa Fe, CA and has over 16 years of experience in the finance industry.
Bryan Sonderby (CRD# 4829213) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Rancho Santa Fe, CA and has over 11 years of experience in the finance industry.
Michael Steelman (CRD# 2879220) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 25 years of experience in the finance industry.
Justin Steers (CRD# 2331612) is an Investment Advisor Representative working at Morgan Stanley in Rancho Santa Fe, CA and has over 31 years of experience in the finance industry.