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Distance Only Westlake Village, CA
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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
Joel Boyce (CRD# 2748240) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake Village, CA and has over 27 years of experience in the finance industry.
Laurie Brennan (CRD# 1370395) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake Village, CA and has over 30 years of experience in the finance industry.
David Brodsky (CRD# 2005984) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake Village, CA and has over 33 years of experience in the finance industry.
Andrew Brooks (CRD# 6298132) is an Investment Advisor Representative working at Village Wealth Advisors in Westlake Village, CA and has over 9 years of experience in the finance industry.
Joseph Brooks (CRD# 2243755) is an Investment Advisor Representative working at Nbs Financial Services, Inc. in Westlake Village, CA and has over 31 years of experience in the finance industry.
Linda Bruininga (CRD# 5496240) is an Investment Advisor Representative working at The Ameriflex Group in Westlake Village, CA and has over 15 years of experience in the finance industry.
James Bruno (CRD# 1531618) is an Investment Advisor Representative working at Avantax Advisory Services in Westlake Village, CA and has over 24 years of experience in the finance industry.
Vincent Bruno (CRD# 2973503) is an Investment Advisor Representative working at Avantax Advisory Services in Westlake Village, CA and has over 24 years of experience in the finance industry.
David Bryant (CRD# 4501479) is an Investment Advisor Representative working at Strava Financial, LLC in Westlake Village, CA and has over 21 years of experience in the finance industry. David Bryant 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.
Sandra Bublitz (CRD# 1088758) is an Investment Advisor Representative working at Alliance Advisory & Securities, LLC in Westlake Village, CA and has over 25 years of experience in the finance industry.