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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
Anna-christina Brockschmidt (CRD# 6317269) is an Investment Advisor Representative working at Pacific Financial Strategies, Inc. in Thousand Oaks, CA and has over 8 years of experience in the finance industry.
Ian Brown (CRD# 6573441) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Thousand Oaks, CA and has over 7 years of experience in the finance industry.
William Buss (CRD# 1469402) is an Investment Advisor Representative working at He'e Nalu Investing, Inc. in Thousand Oaks, CA and has over 30 years of experience in the finance industry.
Gerardo Camacho (CRD# 4387036) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 22 years of experience in the finance industry.
Steve Coker (CRD# 5326715) is an Investment Advisor Representative working at Cedarstone Advisors in Thousand Oaks, CA and has over 16 years of experience in the finance industry. Steve Coker 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.
Gene Coppa (CRD# 5975624) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 9 years of experience in the finance industry.
Michael Core (CRD# 4465810) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Thousand Oaks, CA and has over 22 years of experience in the finance industry.
Jon Dahlstrum (CRD# 1711988) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Thousand Oaks, CA and has over 23 years of experience in the finance industry.
Ilia Dalea (CRD# 2824306) is an Investment Advisor Representative working at Mariner Independent in Thousand Oaks, CA and has over 27 years of experience in the finance industry.
Douglas Degroote (CRD# 2839073) is an Investment Advisor Representative working at De Groote Financial Group, LLC in Thousand Oaks, CA and has over 27 years of experience in the finance industry. Douglas Degroote 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.