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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
Donna Payne (CRD# 1007323) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Summerland, CA and has over 41 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.
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.
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.
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.
James Adgar (CRD# 4734751) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 20 years of experience in the finance industry.
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.
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.
Charles Allison (CRD# 4452409) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oxnard, CA and has over 20 years of experience in the finance industry.
David Almeida (CRD# 4195173) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Oxnard, CA and has over 23 years of experience in the finance industry.