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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
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.
Tana Pennington (CRD# 7542503) is an Investment Advisor Representative working at The Lynd Group Advisors, LLC in Ventura, CA and has over 2 years of experience in the finance industry.
Sebastian Pirola (CRD# 7797408) is an Investment Advisor Representative working at Plato's Philosophy, LLC in Ventura, CA and has 1 year of experience in the finance industry.
Jessica Sechrist (CRD# 7330054) is an Investment Advisor Representative working at Primerica Advisors in Ventura, CA and has over 3 years of experience in the finance industry.
Mckay Thomason (CRD# 7657262) is an Investment Advisor Representative working at Plato's Philosophy, LLC in Ventura, CA and has 1 year of experience in the finance industry.
Quang Tran (CRD# 7780109) is an Investment Advisor Representative working at Plato's Philosophy, LLC in Ventura, CA and has 1 year of experience in the finance industry.
Jeffrey Wiseman (CRD# 2012653) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Ventura, CA and has over 31 years of experience in the finance industry.
Kamie Abraham (CRD# 6139451) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Westlake Village, CA and has over 9 years of experience in the finance industry.
Davide Accomazzo (CRD# 2781617) is an Investment Advisor Representative working at Thalassa Capital LLC in Thousand Oaks, CA and has over 27 years of experience in the finance industry.