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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
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.
Tom Hessler (CRD# 2500618) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 18 years of experience in the finance industry.
Shawn Hill (CRD# 5288776) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 16 years of experience in the finance industry.
Shane Holt (CRD# 6604104) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 8 years of experience in the finance industry. Shane Holt 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.
Richard Hughes (CRD# 2716113) is an Investment Advisor Representative working at Arlington Financial Advisors, LLC in Santa Barbara, CA and has over 28 years of experience in the finance industry.
Kenneth Hyman (CRD# 1142754) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Santa Barbara, CA and has over 40 years of experience in the finance industry.
Donna Ibarra (CRD# 5632755) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Jeffrey Jagard (CRD# 4601379) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 18 years of experience in the finance industry.
Christopher Janeway (CRD# 4985053) is an Investment Advisor Representative working at Planmember Securities Corporation in Santa Barbara, CA and has over 16 years of experience in the finance industry.
David Johannsen (CRD# 2430156) is an Investment Advisor Representative working at Johannsen & Associates, Inc. in Santa Barbara, CA and has 1 year of experience in the finance industry.