-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Peter Albano (CRD# 1102955) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Monterey, CA and has over 38 years of experience in the finance industry.
Juan Aldama (CRD# 6900729) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salinas, CA and has over 6 years of experience in the finance industry.
Gary Alt (CRD# 4658169) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 21 years of experience in the finance industry. Gary Alt 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.
Leonard Anable (CRD# 707104) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 40 years of experience in the finance industry.
Peter Andresen (CRD# 1385904) is an Investment Advisor Representative working at Andresen & Associates Inc. in Salinas, CA and has over 38 years of experience in the finance industry.
Philip Arnold (CRD# 1395674) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carmel, CA and has over 38 years of experience in the finance industry.
Robert Bacon (CRD# 4466194) is an Investment Advisor Representative working at Bacon & Company in Carmel, CA and has 1 year of experience in the finance industry.
Thomas Bair (CRD# 5857983) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 13 years of experience in the finance industry.
Howard Barkley (CRD# 1769999) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has over 36 years of experience in the finance industry.
Allison Barrientos (CRD# 6091252) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 11 years of experience in the finance industry. Allison Barrientos 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.