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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
Robert Clark (CRD# 5064095) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake Village, CA and has over 18 years of experience in the finance industry.
John Clay (CRD# 4432824) is an Investment Advisor Representative working at D.a. Davidson & Company in Ventura, CA and has over 22 years of experience in the finance industry.
Kai Cogswell (CRD# 5511714) is an Investment Advisor Representative working at Wells Fargo Advisors in Westlake Village, CA and has over 16 years of experience in the finance industry.
Julie Cohen (CRD# 1424275) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 31 years of experience in the finance industry.
Sandra Cohen (CRD# 6288790) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.
Steve Coker (CRD# 5326715) is an Investment Advisor Representative working at Cedarstone Advisors in Thousand Oaks, CA and has over 16 years of experience in the finance industry. Steve Coker 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.
Jeremy Cole (CRD# 5017775) is an Investment Advisor Representative working at Lpl Financial LLC in Ventura, CA and has over 18 years of experience in the finance industry.
James Coleman (CRD# 1128419) is an Investment Advisor Representative working at Mutual Advisors, LLC in Ojai, CA and has over 40 years of experience in the finance industry.
Anthony Consiglio (CRD# 4503136) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake Village, CA and has over 21 years of experience in the finance industry.
Eric Cooper (CRD# 5215674) is an Investment Advisor Representative working at Avantax Advisory Services in Simi Valley, CA and has over 16 years of experience in the finance industry.