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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
Matthew Burke (CRD# 3241142) is an Investment Advisor Representative working at Sb Capital Management, Inc. in Encino, CA and has over 24 years of experience in the finance industry.
Christopher Carter (CRD# 2634517) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has over 27 years of experience in the finance industry.
Jaime Castiel (CRD# 5397846) is an Investment Advisor Representative working at Avantax Advisory Services in Encino, CA and has over 16 years of experience in the finance industry.
Jessie Chipps (CRD# 6253563) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 9 years of experience in the finance industry.
Judith Chipps (CRD# 867761) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 37 years of experience in the finance industry.
Uma Chopra (CRD# 1843151) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 29 years of experience in the finance industry.
Oren Cohen (CRD# 4880557) is an Investment Advisor Representative working at Crown Capital Securities, LP in Encino, CA and has over 19 years of experience in the finance industry.
Stephanie Connor (CRD# 5272719) is an Investment Advisor Representative working at Sb Capital Management, Inc. in Encino, CA and has over 17 years of experience in the finance industry.
Jonathan Dardashti (CRD# 6716724) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 5 years of experience in the finance industry.
Mark Deakins (CRD# 5973972) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Encino, CA and has over 12 years of experience in the finance industry.