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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
Johan Frisell (CRD# 3002232) is an Investment Advisor Representative working at Capital Wealth Strategies, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.
Geoffrey Gaggs (CRD# 2725114) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 28 years of experience in the finance industry. Geoffrey Gaggs 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 Gagnon (CRD# 4857998) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Santa Barbara, CA and has over 19 years of experience in the finance industry. Joseph Gagnon 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.
Christopher Gallo (CRD# 2353050) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 29 years of experience in the finance industry.
Marc Gamberdella (CRD# 2862672) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 26 years of experience in the finance industry.
Daniel Gaston (CRD# 2510372) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Barbara, CA and has over 29 years of experience in the finance industry. Daniel Gaston 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.
Clayton Gibson (CRD# 3258932) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 22 years of experience in the finance industry.
Vito Gioiello (CRD# 4645040) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry.
Henry Glasheen (CRD# 1396550) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Barbara, CA and has over 38 years of experience in the finance industry.
Steven Gold (CRD# 2728989) is an Investment Advisor Representative working at Placera Capital Management LLC in Santa Barbara, CA and has over 28 years of experience in the finance industry.