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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
Gewargis Betjoseph (CRD# 6883877) is an Investment Advisor Representative working at Edward Jones in Santa Paula, CA and has over 6 years of experience in the finance industry.
Aina Carlsson (CRD# 3043167) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Paula, CA and has over 25 years of experience in the finance industry.
Andrew Killion (CRD# 2307056) is an Investment Advisor Representative working at Bankers Investment Counseling in Santa Paula, CA and has over 31 years of experience in the finance industry.
Lucia Perez (CRD# 4202261) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Paula, CA and has over 23 years of experience in the finance industry.
Iliana Lozano (CRD# 4825967) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Paula, CA and has over 10 years of experience in the finance industry.
Michael Mansfield (CRD# 5656946) is an Investment Advisor Representative working at The Lynd Group Advisors, LLC in Ventura, CA and has over 14 years of experience in the finance industry. Michael Mansfield 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.
Kamie Abraham (CRD# 6139451) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Westlake Village, CA and has over 9 years of experience in the finance industry.
Davide Accomazzo (CRD# 2781617) is an Investment Advisor Representative working at Thalassa Capital LLC in Thousand Oaks, CA and has over 27 years of experience in the finance industry.
Abiel Acosta (CRD# 4851789) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Oxnard, CA and has over 19 years of experience in the finance industry. Abiel Acosta 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.
Patricia Adrian (CRD# 1562157) is an Investment Advisor Representative working at Lpl Financial LLC in Oxnard, CA and has over 24 years of experience in the finance industry.