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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
James Yoo (CRD# 4640401) is an Investment Advisor Representative working at Team Elevated Asset Management in Thousand Oaks, CA and has over 21 years of experience in the finance industry. James Yoo 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.
Wan Yu (CRD# 2271407) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Thousand Oaks, CA and has over 31 years of experience in the finance industry.
Aaron Anshin (CRD# 7373319) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 3 years of experience in the finance industry.
Dellon Barry (CRD# 6738085) is an Investment Advisor Representative working at Ibn Asset Management, LLC in Thousand Oaks, CA and has over 7 years of experience in the finance industry.
Kara Buss (CRD# 5770951) is an Investment Advisor Representative working at He'e Nalu Investing, Inc. in Thousand Oaks, CA and has over 14 years of experience in the finance industry.
Nicholas Carrillo (CRD# 7447647) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Thousand Oaks, CA and has 1 year of experience in the finance industry.
Kevin Cvitanov (CRD# 5933047) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Thousand Oaks, CA and has over 12 years of experience in the finance industry.
Mathew Duvall (CRD# 7351955) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 2 years of experience in the finance industry.
Laura Elmore (CRD# 6247081) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 10 years of experience in the finance industry.
Andrew Fairbanks (CRD# 7783995) is an Investment Advisor Representative working at De Groote Financial Group, LLC in Thousand Oaks, CA and has 1 year of experience in the finance industry.