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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
Charles Allison (CRD# 4452409) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oxnard, CA and has over 20 years of experience in the finance industry.
David Almeida (CRD# 4195173) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Oxnard, CA and has over 23 years of experience in the finance industry.
Jeffrey Alstot (CRD# 5864067) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 7 years of experience in the finance industry.
Nicholas Amodio (CRD# 5591835) is a Wealth Advisor with Amodio Wealth Advisors and has over 12 years of experience in the finance industry.
Scott Anderholt (CRD# 5675592) is an Investment Advisor Representative working at Planmember Securities Corporation in Westlake Village, CA and has over 14 years of experience in the finance industry.
John Andersen (CRD# 5512134) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westlake Village, CA and has over 15 years of experience in the finance industry.
Michael Anderson (CRD# 5407770) is an Investment Advisor Representative working at Maranantha Financial in Ventura, CA and has over 16 years of experience in the finance industry. Michael Anderson 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.
Samantha Anderson (CRD# 6143190) is an Investment Advisor Representative working at Edward Jones in Carpinteria, CA and has over 11 years of experience in the finance industry.
Sarai Anderson (CRD# 6091903) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westlake Village, CA and has over 11 years of experience in the finance industry.
Clarisa Andrade (CRD# 5581879) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oxnard, CA and has over 15 years of experience in the finance industry.