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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
Lori Daffron (CRD# 1839429) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 34 years of experience in the finance industry.
Lisa Daniel (CRD# 1517339) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 37 years of experience in the finance industry.
Jeffrey Davis (CRD# 1315953) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Santa Barbara, CA and has over 39 years of experience in the finance industry.
Todd Dawes (CRD# 4547462) is an Investment Advisor Representative working at Certis Capital Management, Inc. in Santa Barbara, CA and has over 23 years of experience in the finance industry.
Daniel De Meyer (CRD# 1654579) is an Investment Advisor Representative working at Edward Jones in Santa Barbara, CA and has over 34 years of experience in the finance industry.
John Demboski (CRD# 4320709) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Santa Barbara, CA and has over 23 years of experience in the finance industry. John Demboski 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.
Robin Deshayes (CRD# 5876007) is an Investment Advisor Representative working at Miltonian Capital Management, LLC in Santa Barbara, CA and has over 13 years of experience in the finance industry.
Ray Dibartolomeo (CRD# 6541982) is an Investment Advisor Representative working at Ironcrest Capital Management LLC in Santa Barbara, CA and has over 8 years of experience in the finance industry.
Andrew Doering (CRD# 6337529) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 7 years of experience in the finance industry.
Gene Dongieux (CRD# 1145125) is an Investment Advisor Representative working at Ariadne Wealth Management, LP in Santa Barbara, CA and has over 34 years of experience in the finance industry.