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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
Nicholas De La O (CRD# 5057553) is an Investment Advisor Representative working at Primerica Advisors in Ventura, CA and has over 10 years of experience in the finance industry.
Christopher Diegelman (CRD# 2948648) is an Investment Advisor Representative working at Diegelman Capital Advisors in Ventura, CA and has over 26 years of experience in the finance industry.
John Distad (CRD# 807349) is an Investment Advisor Representative working at D.a. Davidson & Company in Ventura, CA and has over 41 years of experience in the finance industry.
Merle Divita (CRD# 715619) is an Investment Advisor Representative working at Lpl Financial LLC in Ventura, CA and has over 43 years of experience in the finance industry.
Jason Dow (CRD# 2831022) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Ventura, CA and has over 27 years of experience in the finance industry.
Vernon Dransfeldt (CRD# 71716) is an Investment Advisor Representative working at Equity Management Group in Ventura, CA and has over 44 years of experience in the finance industry. Vernon Dransfeldt 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.
Erik Dullenkopf (CRD# 5474348) is an Investment Advisor Representative working at Commonwealth Financial Network in Ventura, CA and has over 16 years of experience in the finance industry. Erik Dullenkopf 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.
Thomas Ellis (CRD# 4663661) is an Investment Advisor Representative working at Lpl Financial LLC in Ventura, CA and has over 20 years of experience in the finance industry.
Jack Green (CRD# 4397415) is an Investment Advisor Representative working at Anacapa Financial, LLC in Ventura, CA and has over 22 years of experience in the finance industry. Jack Green 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.
Jason Griffith (CRD# 4683162) is an Investment Advisor Representative working at Hoffman & Associates Financial & Estate Advisors, Inc. in Ventura, CA and has over 19 years of experience in the finance industry.