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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 Harrill (CRD# 6662932) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 7 years of experience in the finance industry.
David Harrington (CRD# 5990750) is an Investment Advisor Representative working at Hillcrest Financial Group in Thousand Oaks, CA and has over 12 years of experience in the finance industry. David Harrington 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.
Susan Hattan (CRD# 6406881) 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.
Jason Helble (CRD# 6767706) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 6 years of experience in the finance industry.
Tae Ho (CRD# 2857540) is an Investment Advisor Representative working at Gold Coast Securities, Inc. in Thousand Oaks, CA and has over 27 years of experience in the finance industry.
Jeremy Hofer (CRD# 4909799) is an Investment Advisor Representative working at Hofer & Associates Wealth Management in Thousand Oaks, CA and has over 19 years of experience in the finance industry. Jeremy Hofer 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.
David Hughes (CRD# 1665823) is an Investment Advisor Representative working at The Ameriflex Group in Thousand Oaks, CA and has over 29 years of experience in the finance industry.
Kevin Johnson (CRD# 6376520) is an Investment Advisor Representative working at One Capital Management, LLC in Thousand Oaks, CA and has over 8 years of experience in the finance industry.
Lars Jorgensen (CRD# 4559688) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Thousand Oaks, CA and has over 21 years of experience in the finance industry.
G. Keller (CRD# 4011221) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Thousand Oaks, CA and has over 24 years of experience in the finance industry.