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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
Jeffrey Hall (CRD# 6940918) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 6 years of experience in the finance industry.
Troy Hammond (CRD# 2254232) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 31 years of experience in the finance industry. Troy Hammond 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.
Thomas Hanson (CRD# 603752) is an Investment Advisor Representative working at Trivest Capital Management Inc. in Santa Barbara, CA and has over 40 years of experience in the finance industry.
Christopher Harless (CRD# 5362525) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 16 years of experience in the finance industry.
Larry Harteck (CRD# 1659870) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Barbara, CA and has over 36 years of experience in the finance industry.
Joshua Hayes (CRD# 5655380) is an Investment Advisor Representative working at Curtis Advisory Group, LLC in Santa Barbara, CA and has over 12 years of experience in the finance industry. Joshua Hayes 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.
Jonathan Heagle (CRD# 4731304) is an Investment Advisor Representative working at Mountain Vista Wealth Management in Santa Barbara, CA and has over 20 years of experience in the finance industry. Jonathan Heagle 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.
Lance Helfert (CRD# 2692919) is an Investment Advisor Representative working at 15 Equity in Santa Barbara, CA and has over 8 years of experience in the finance industry.
John Hepp (CRD# 2543516) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 29 years of experience in the finance industry.
Mark Herman (CRD# 6400247) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 9 years of experience in the finance industry. Mark Herman 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.