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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
John Grelck (CRD# 3183996) is an Investment Advisor Representative working at Ameritrust Capital Management Ltd in Santa Ynez, CA and has over 25 years of experience in the finance industry. John Grelck 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.
Bruce Porter (CRD# 4451085) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Ynez, CA and has over 22 years of experience in the finance industry. Bruce Porter 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.
Leslie Swartwood (CRD# 6739497) is an Investment Advisor Representative working at Edward Jones in Santa Ynez, CA and has over 7 years of experience in the finance industry.
Bradley Sicoff (CRD# 3092010) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Ynez, CA and has over 25 years of experience in the finance industry.
Austyn Abbas (CRD# 4850609) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 19 years of experience in the finance industry.
Matthew Adams (CRD# 4570280) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 23 years of experience in the finance industry.
Craig Allen (CRD# 2113344) is an Investment Advisor Representative working at C.d. Allen Wealth Management, LLC in Santa Barbara, CA and has over 33 years of experience in the finance industry. Craig Allen 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.
Bruce Altheide (CRD# 1633454) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Maria, CA and has over 37 years of experience in the finance industry. Bruce Altheide 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.
Andrew Anable (CRD# 5625071) is an Investment Advisor Representative working at Safeguard Investment Advisory Group, LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry.