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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
Jeanne Abraham (CRD# 2610909) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.
Matthew Adams (CRD# 4570280) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 22 years of experience in the finance industry.
Craig Allen (CRD# 2113344) is an Investment Advisor Representative working at C.d. Allen Wealth Management, LLC in Santa Barbara, CA and has over 32 years of experience in the finance industry. Craig Allen 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.
Andrew Anable (CRD# 5625071) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Santa Barbara, CA and has over 14 years of experience in the finance industry.
Brent Anderson (CRD# 4823) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Santa Barbara, CA and has over 24 years of experience in the finance industry.
Brian Anderson (CRD# 1657486) is an Investment Advisor Representative working at Alamar Capital Management, LLC in Santa Barbara, CA and has over 29 years of experience in the finance industry.
Joshua Anderson (CRD# 6188693) is an Investment Advisor Representative working at Cognitive Trader in Santa Barbara, CA and has over 10 years of experience in the finance industry.
Justin Anderson (CRD# 4549763) is an Investment Advisor Representative working at Channel Wealth, LLC in Santa Barbara, CA and has over 20 years of experience in the finance industry. Justin Anderson 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.