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Distance Only Carpinteria, 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
Ron Culverson (CRD# 2515381) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 29 years of experience in the finance industry.
Bryan Dearden (CRD# 4389117) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 12 years of experience in the finance industry.
Ryan Degrazier (CRD# 6538455) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 8 years of experience in the finance industry. Ryan Degrazier 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.
John Desousa (CRD# 737038) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has 1 year of experience in the finance industry.
Kenneth Donnelly (CRD# 2092531) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 32 years of experience in the finance industry.
Troy Dueker (CRD# 2369805) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 30 years of experience in the finance industry.
Regan Ertle (CRD# 2297465) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 31 years of experience in the finance industry.
Ashley Gagne (CRD# 5842861) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 13 years of experience in the finance industry. Ashley Gagne 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.
Scott Galbraith (CRD# 1014871) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 28 years of experience in the finance industry.
Gregory Garbeff (CRD# 3067746) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 11 years of experience in the finance industry.