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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 Berkhoff (CRD# 5203562) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 16 years of experience in the finance industry.
Anna Bernardo (CRD# 4761048) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 19 years of experience in the finance industry.
Brian Berry (CRD# 6008321) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 12 years of experience in the finance industry.
Aaron Bessonette (CRD# 5288704) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 11 years of experience in the finance industry.
Blakely Biederman (CRD# 1752359) is an Investment Advisor Representative working at Lpl Financial LLC in Oxnard, CA and has over 36 years of experience in the finance industry.
Douglas Birch (CRD# 5052024) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Santa Barbara, CA and has over 18 years of experience in the finance industry.
Richard Bird (CRD# 6308670) is an Investment Advisor Representative working at Bird Capital Group, Inc. in Montecito, CA and has over 10 years of experience in the finance industry.
Stuart Birdt (CRD# 1233429) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Santa Barbara, CA and has over 16 years of experience in the finance industry.
Carolyn Bishop (CRD# 1628197) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Oxnard, CA and has over 33 years of experience in the finance industry. Carolyn Bishop 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.
Anthony Black (CRD# 5043431) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 18 years of experience in the finance industry.