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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
Natalie Taylor (CRD# 4870668) is an Investment Advisor Representative working at The Goodland Group in Goleta, CA and has over 19 years of experience in the finance industry. Natalie Taylor 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.
Wanda Toro (CRD# 2333643) is an Investment Advisor Representative working at Lpl Financial LLC in Lompoc, CA and has over 17 years of experience in the finance industry. Wanda Toro 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.
Jon Vanderhoof (CRD# 4643469) is an Investment Advisor Representative working at Wells Fargo Advisors in Lompoc, CA and has over 21 years of experience in the finance industry.
Ronald Vyse (CRD# 6375926) is an Investment Advisor Representative working at Morgan Stanley in Nipomo, CA and has over 9 years of experience in the finance industry.
James Watts (CRD# 4735301) is an Investment Advisor Representative working at Edward Jones in Solvang, CA and has over 20 years of experience in the finance industry.
Iran Zaranda Velazquez (CRD# 6769004) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Maria, CA and has over 5 years of experience in the finance industry.
Joshua Zebley (CRD# 6988923) is an Investment Advisor Representative working at Edward Jones in Lompoc, CA and has over 5 years of experience in the finance industry.
Collie Coburn (CRD# 6855753) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Maria, CA and has over 6 years of experience in the finance industry.
Joshua Coffey (CRD# 7165422) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Maria, CA and has over 3 years of experience in the finance industry.
Megan Duarte (CRD# 5440820) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Maria, CA and has over 5 years of experience in the finance industry.