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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
Paul Chase (CRD# 1173189) is an Investment Advisor Representative working at Lpl Financial LLC in Monterey, CA and has over 24 years of experience in the finance industry.
R. Chase (CRD# 5288069) is an Investment Advisor Representative working at Thurston Springer Advisors in Santa Cruz, CA and has over 17 years of experience in the finance industry.
Larry Chavez (CRD# 6397001) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Hollister, CA and has over 9 years of experience in the finance industry.
Lawrence Chazen (CRD# 1008375) is an Investment Advisor Representative working at Lawrence J. Chazen, Inc. in Carmel-By-The-Sea, CA and has 1 year of experience in the finance industry.
George Chobany (CRD# 1012476) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Carmel, CA and has over 29 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.
Joseph Clark (CRD# 6020101) is an Investment Advisor Representative working at Praetorian Guard, A Division Of Praetorian Wealth Management,inc in Carmel, CA and has 1 year of experience in the finance industry. Joseph Clark 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.
Bruce Cohen (CRD# 1001452) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Soquel, CA and has over 37 years of experience in the finance industry. Bruce Cohen 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.
Patrick Collins (CRD# 6852148) is an Investment Advisor Representative working at Evanson Asset Management, LLC in Carmel, CA and has over 8 years of experience in the finance industry.
Diana Colmenares (CRD# 5637265) is an Investment Advisor Representative working at Commonwealth Financial Network in Marina, CA and has over 8 years of experience in the finance industry.
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.