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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
Anna Kotula (CRD# 6847841) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ojai, CA and has over 5 years of experience in the finance industry.
Donald Lesch (CRD# 2709499) is an Investment Advisor Representative working at Owtur Investment Advisors, LLC in Ojai, CA and has 1 year of experience in the finance industry.
Michael Mansfield (CRD# 5656946) is an Investment Advisor Representative working at The Lynd Group Advisors, LLC in Ventura, CA and has over 14 years of experience in the finance industry. Michael Mansfield 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.
Kamie Abraham (CRD# 6139451) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Westlake Village, CA and has over 9 years of experience in the finance industry.
Davide Accomazzo (CRD# 2781617) is an Investment Advisor Representative working at Thalassa Capital LLC in Thousand Oaks, CA and has over 27 years of experience in the finance industry.
Abiel Acosta (CRD# 4851789) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Oxnard, CA and has over 19 years of experience in the finance industry. Abiel Acosta 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.
James Adgar (CRD# 4734751) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 20 years of experience in the finance industry.
Patricia Adrian (CRD# 1562157) is an Investment Advisor Representative working at Lpl Financial LLC in Oxnard, CA and has over 24 years of experience in the finance industry.
Joe Aguirre (CRD# 4208882) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Fillmmore, CA and has over 18 years of experience in the finance industry.
Edward Alexander (CRD# 6360831) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake Village, CA and has over 9 years of experience in the finance industry.