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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 Clay (CRD# 4432824) is an Investment Advisor Representative working at D.a. Davidson & Company in Ventura, CA and has over 22 years of experience in the finance industry.
Allyn Close (CRD# 1301793) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 39 years of experience in the finance industry. Allyn Close 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.
Julia Coburn (CRD# 2565449) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Santa Barbara, CA and has over 21 years of experience in the finance industry.
Jeremy Cole (CRD# 5017775) is an Investment Advisor Representative working at Lpl Financial LLC in Ventura, CA and has over 17 years of experience in the finance industry.
James Coleman (CRD# 1128419) is an Investment Advisor Representative working at Mutual Advisors, LLC in Ojai, CA and has over 40 years of experience in the finance industry.
Steven Colton (CRD# 1316975) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 39 years of experience in the finance industry.
Gary Cook (CRD# 6394640) is an Investment Advisor Representative working at Gary Cook in Santa Barbara, CA and has over 9 years of experience in the finance industry.
Patrick Corrigan (CRD# 6099242) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry. Patrick Corrigan 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.
Edward Costello (CRD# 2456100) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Oxnard, CA and has over 29 years of experience in the finance industry.
Clarice Couey (CRD# 4853354) 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.