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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
Brent Larsen (CRD# 1986785) is an Investment Advisor Representative working at Avantax Advisory Services in Vandenberg Village, CA and has over 32 years of experience in the finance industry. Brent Larsen 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.
Bruce Altheide (CRD# 1633454) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Maria, CA and has over 36 years of experience in the finance industry. Bruce Altheide 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.
Joel Baker (CRD# 1121345) is an Investment Advisor Representative working at The J R Baker Group in Buellton, CA and has over 39 years of experience in the finance industry.
Trent Benedetti (CRD# 1746521) is an Investment Advisor Representative working at Benedetti Financial, Inc. in Santa Maria, CA and has over 36 years of experience in the finance industry. Trent Benedetti 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.
Janice Borsch (CRD# 4802429) is an Investment Advisor Representative working at Avantax Advisory Services in Santa Maria, CA and has over 18 years of experience in the finance industry.
Bradley Boulton (CRD# 5977189) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Orcutt, CA and has over 12 years of experience in the finance industry. Bradley Boulton 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.
Eric Bravo (CRD# 5445702) is an Investment Advisor Representative working at Edward Jones in Santa Maria, CA and has over 16 years of experience in the finance industry.
Wesley Brown (CRD# 3251052) is an Investment Advisor Representative working at Onedigital Investment Advisors in Santa Maria, CA and has over 24 years of experience in the finance industry. Wesley Brown 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.
James Chambers (CRD# 5611044) is an Investment Advisor Representative working at Avantax Advisory Services in Arroyo Grande, CA and has over 15 years of experience in the finance industry.
David Doran (CRD# 6191090) is an Investment Advisor Representative working at Edward Jones in Nipomo, CA and has over 5 years of experience in the finance industry.