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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
Kenneth Bock (CRD# 3068881) is an Investment Advisor Representative working at Mutual Advisors, LLC in Thousand Oaks, CA and has over 25 years of experience in the finance industry. Kenneth Bock 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 Bodemeijer (CRD# 4193696) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Thousand Oaks, CA and has over 23 years of experience in the finance industry.
Kevin Boland (CRD# 2815461) is an Investment Advisor Representative working at Eagle Strategies LLC in Westlake Village, CA and has over 27 years of experience in the finance industry.
Patrick Bolger (CRD# 3075602) is an Investment Advisor Representative working at Pb Capital in Simi Valley, CA and has over 25 years of experience in the finance industry.
Joseph Bonanno (CRD# 1907829) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 35 years of experience in the finance industry.
Mark Borough (CRD# 1778245) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Westlake Village, CA and has over 35 years of experience in the finance industry.
David Botwinick (CRD# 1364511) is an Investment Advisor Representative working at Lpl Financial LLC in Oxnard, CA and has over 23 years of experience in the finance industry.
Hannah Boundy (CRD# 6330580) is an Investment Advisor Representative working at Sherwood Financial Partners, LLC in Westlake Village, CA and has over 9 years of experience in the finance industry. Hannah Boundy 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.
Patrick Bowen (CRD# 2601600) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 28 years of experience in the finance industry.
John Bowers (CRD# 2954486) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Thousand Oaks, CA and has over 24 years of experience in the finance industry.