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Distance Only Montecito, 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
Richard Bird (CRD# 6308670) is an Investment Advisor Representative working at Bird Capital Group, Inc. in Montecito, CA and has over 10 years of experience in the finance industry.
Stuart Glenn (CRD# 6623006) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Montecito, CA and has over 8 years of experience in the finance industry.
Murray Kerdman (CRD# 2813087) is an Investment Advisor Representative working at Prime Source Enterprises, Inc. in Montecito, CA and has 1 year of experience in the finance industry.
Brian Kerstiens (CRD# 6460280) is an Investment Advisor Representative working at City National Securities, Inc. in Montecito, CA and has over 8 years of experience in the finance industry. Brian Kerstiens 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.
Roy Martinez (CRD# 5337751) is an Investment Advisor Representative working at City National Securities, Inc. in Montecito, CA and has over 16 years of experience in the finance industry.
Jeffry Pittman (CRD# 1986022) is an Investment Advisor Representative working at Lpl Financial LLC in Montecito, CA and has over 33 years of experience in the finance industry.
Anthony Purpero (CRD# 856680) is an Investment Advisor Representative working at Harbor Hills Financial Advisors in Montecito, CA and has over 40 years of experience in the finance industry.
Frank Troise (CRD# 2417914) is an Investment Advisor Representative working at Soho Financial Services LLC in Montecito, CA and has over 25 years of experience in the finance industry.
Brian Yorty (CRD# 3168571) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Montecito, CA and has over 19 years of experience in the finance industry. Brian Yorty 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.
Marcos Alvaro (CRD# 7716575) is an Investment Advisor Representative working at Harbor Hills Financial Advisors in Montecito, CA and has 1 year of experience in the finance industry.