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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
Terri McGray (CRD# 1906340) is an Investment Advisor Representative working at Longevity Capital Management in Thousand Oaks, CA and has over 26 years of experience in the finance industry. Terri McGray 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.
John Miller (CRD# 5966182) is an Investment Advisor Representative working at Lpl Financial LLC in Thousand Oaks, CA and has over 12 years of experience in the finance industry.
Randolph Miller (CRD# 6140094) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 11 years of experience in the finance industry.
Thomas Miller (CRD# 1026399) is an Investment Advisor Representative working at Lpl Financial LLC in Thousand Oaks, CA and has over 34 years of experience in the finance industry. Thomas Miller 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.
Melvyn Nachman (CRD# 344386) is an Investment Advisor Representative working at One Capital Management, LLC in Thousand Oaks, CA and has over 36 years of experience in the finance industry. Melvyn Nachman 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.
Andrew Perceleanu (CRD# 4432324) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Thousand Oaks, CA and has over 22 years of experience in the finance industry.
Barry Peters (CRD# 6105120) is an Investment Advisor Representative working at Avantax Advisory Services in Thousand Oaks, CA and has over 11 years of experience in the finance industry.
Randy Podell (CRD# 1733477) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Thousand Oaks, CA and has over 23 years of experience in the finance industry. Randy Podell 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.
Andrew Price (CRD# 6146111) is an Investment Advisor Representative working at Hillcrest Financial Group in Thousand Oaks, CA and has over 11 years of experience in the finance industry.
Sirtaj Puri (CRD# 6937724) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Thousand Oaks, CA and has over 5 years of experience in the finance industry.