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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 Avila (CRD# 4474645) 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. Jeffrey Avila 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.
Daniel Babai (CRD# 4210028) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Santa Barbara, CA and has over 11 years of experience in the finance industry.
David Backens (CRD# 5873523) is an Investment Advisor Representative working at Certis Capital Management, Inc. in Santa Barbara, CA and has over 14 years of experience in the finance industry.
Cody Bahr (CRD# 6728991) is an Investment Advisor Representative working at Ariadne Wealth Management, LP in Santa Barbara, CA and has over 7 years of experience in the finance industry.
Janet Barr (CRD# 2417829) is an Investment Advisor Representative working at Independent Financial Partners in Santa Barbara, CA and has over 21 years of experience in the finance industry.
Lisa Barrantes-Delossantos (CRD# 1755258) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Santa Barbara, CA and has over 24 years of experience in the finance industry.
Ryan Bartley (CRD# 6698357) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Santa Barbara, CA and has over 6 years of experience in the finance industry.
Donald Bennett (CRD# 1412162) is an Investment Advisor Representative working at Planmember Securities Corporation in Santa Barbara, CA and has over 31 years of experience in the finance industry.
Terri Bennett (CRD# 817982) is an Investment Advisor Representative working at Planmember Securities Corporation in Santa Barbara, CA and has over 31 years of experience in the finance industry.
Brian Berry (CRD# 6008321) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 12 years of experience in the finance industry.