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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
Douglas Ecker (CRD# 7208891) is an Investment Advisor Representative working at Integrity Wealth Advisors, LLC in Ventura, CA and has over 4 years of experience in the finance industry.
Tristin Haladus-Henke (CRD# 7562307) is an Investment Advisor Representative working at Plato's Philosophy, LLC in Ventura, CA and has 1 year of experience in the finance industry.
Jonathan Johnen (CRD# 7218801) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Ventura, CA and has over 3 years of experience in the finance industry. Jonathan Johnen 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.
Frances Jones (CRD# 6016518) is an Investment Advisor Representative working at Edward Jones in Ventura, CA and has over 12 years of experience in the finance industry.
Jessica Jones (CRD# 7233562) is an Investment Advisor Representative working at Success Wealth Management LLC in Ventura, CA and has over 4 years of experience in the finance industry.
Bahram Khafajizadeh (CRD# 6114300) is an Investment Advisor Representative working at Lpl Financial LLC in Ventura, CA and has over 4 years of experience in the finance industry.
Ankita Maitra (CRD# 7475742) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ventura, CA and has over 2 years of experience in the finance industry.
Christopher McDonald (CRD# 4465392) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ventura, CA and has over 23 years of experience in the finance industry.
Andrew Newell (CRD# 7353173) is an Investment Advisor Representative working at Mariner Wealth in Ventura, CA and has over 2 years of experience in the finance industry. Andrew Newell 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.
Kevin Paffrath (CRD# 7493981) is an Investment Advisor Representative working at Plato's Philosophy, LLC in Ventura, CA and has 1 year of experience in the finance industry.