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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
Jeffrey Moorhouse (CRD# 2383298) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ventura, CA and has over 30 years of experience in the finance industry. Jeffrey Moorhouse 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 Morris (CRD# 1098464) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ventura, CA and has over 18 years of experience in the finance industry.
Randall Patrick (CRD# 5833073) is an Investment Advisor Representative working at Planmember Securities Corporation in Ventura, CA and has over 13 years of experience in the finance industry. Randall Patrick 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.
Sean Patrick (CRD# 2449466) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ventura, CA and has over 30 years of experience in the finance industry.
Eric Peterson (CRD# 1100500) is an Investment Advisor Representative working at Lpl Financial LLC in Ventura, CA and has over 18 years of experience in the finance industry.
Emily Reagan (CRD# 6806091) is an Investment Advisor Representative working at D.a. Davidson & Company in Ventura, CA and has over 5 years of experience in the finance industry.
Philip Ricasata (CRD# 2585778) is an Investment Advisor Representative working at Creative Planning in Ventura, CA and has over 29 years of experience in the finance industry. Philip Ricasata 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.
Sarah Saito (CRD# 6319549) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ventura, CA and has over 9 years of experience in the finance industry.
Ruben Segovia (CRD# 2124274) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ventura, CA and has over 33 years of experience in the finance industry.
Roy Sherman (CRD# 6312263) is an Investment Advisor Representative working at Sherman Asset Management, Inc. in Ventura, CA and has over 11 years of experience in the finance industry. Roy Sherman 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.