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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
Charles Blanton (CRD# 1339840) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 38 years of experience in the finance industry.
Kristian Blom (CRD# 5479764) is an Investment Advisor Representative working at Blom Levy & Company, LLC in Santa Barbara, CA and has over 16 years of experience in the finance industry.
Charles Bloom (CRD# 720761) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Santa Barbara, CA and has over 43 years of experience in the finance industry.
Robert Blunt (CRD# 1467149) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Barbara, CA and has over 35 years of experience in the finance industry.
Jennifer Boisky (CRD# 2989569) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 25 years of experience in the finance industry.
Dennis Boneck (CRD# 1385757) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Barbara, CA and has over 38 years of experience in the finance industry.
Stacy Borek (CRD# 4700708) is an Investment Advisor Representative working at Capital B Financial Planning, LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry. Stacy Borek 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.
Andrea Borgioli (CRD# 5233627) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Barbara, CA and has over 5 years of experience in the finance industry.
Erika Borman (CRD# 2746585) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 27 years of experience in the finance industry.
David Botwinick (CRD# 1364511) is an Investment Advisor Representative working at Lpl Financial LLC in Oxnard, CA and has over 23 years of experience in the finance industry.