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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
W. Griffith (CRD# 6240900) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake Village, CA and has over 10 years of experience in the finance industry.
Richard Groscost (CRD# 4461038) is an Investment Advisor Representative working at Wells Fargo Advisors in Westlake Village, CA and has over 22 years of experience in the finance industry.
Michelle Gruber (CRD# 4587154) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake Village, CA and has over 21 years of experience in the finance industry.
Zara Guivi (CRD# 5778643) is an Investment Advisor Representative working at City National Securities, Inc. in Westlake Village, CA and has over 13 years of experience in the finance industry.
KRISTIN WYMAN HORTON , CFA (CRD# 1987375) is an Investment Advisor Representative working at Haven Capital Group in Santa Barbara, CA and has over 27 years of experience in the finance industry.
Haven Capital Group is a private, independent investment management firm providing custom portfolio management and financial planning for high net worth individuals and families, trusts, non-profits, corporations and retirement plans. The firm's President is Kristin Wyman Horton , CFA.
Kristen Hafner (CRD# 5466178) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westlake Village, CA and has over 16 years of experience in the finance industry.
Karen Hall (CRD# 1182453) is an Investment Advisor Representative working at Eagle Strategies LLC in Westlake Village, CA and has over 19 years of experience in the finance industry.
Eric Hamel (CRD# 4818012) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 19 years of experience in the finance industry. Eric Hamel 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.
Adam Hammer (CRD# 2860466) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake Village, CA and has over 26 years of experience in the finance industry.
Christopher Hardt (CRD# 2898244) is an Investment Advisor Representative working at Edward Jones in Westlake Village, CA and has over 26 years of experience in the finance industry. Christopher Hardt 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.