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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
Shannon Horton (CRD# 4559886) is an Investment Advisor Representative working at Financial Coaching Partners LLC in Somis, CA and has over 21 years of experience in the finance industry.
Carole Upson (CRD# 2954729) is an Investment Advisor Representative working at Financial Coaching Partners LLC in Somis, CA and has over 26 years of experience in the finance industry.
Diane Upson (CRD# 5934345) is an Investment Advisor Representative working at Financial Coaching Partners LLC in Somis, CA and has over 12 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.
Blair Aaronson (CRD# 1343922) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Woodland Hills, CA and has over 39 years of experience in the finance industry.
Mohammed Aater (CRD# 3250900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 23 years of experience in the finance industry.
Eric Abbe (CRD# 4793512) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Woodland Hills, CA and has over 19 years of experience in the finance industry.
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.