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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
Bruce Altheide (CRD# 1633454) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Maria, CA and has over 37 years of experience in the finance industry. Bruce Altheide 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.
Trent Benedetti (CRD# 1746521) is an Investment Advisor Representative working at Benedetti Financial, Inc. in Santa Maria, CA and has over 36 years of experience in the finance industry. Trent Benedetti 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.
Janice Borsch (CRD# 4802429) is an Investment Advisor Representative working at Avantax Advisory Services in Santa Maria, CA and has over 18 years of experience in the finance industry.
Eric Bravo (CRD# 5445702) is an Investment Advisor Representative working at Edward Jones in Santa Maria, CA and has over 16 years of experience in the finance industry.
Wesley Brown (CRD# 3251052) is an Investment Advisor Representative working at Onedigital Investment Advisors in Santa Maria, CA and has over 24 years of experience in the finance industry. Wesley Brown 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.
Terry Dworaczyk (CRD# 2571748) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Maria, CA and has over 29 years of experience in the finance industry.
Michael Favorite (CRD# 1230977) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Maria, CA and has over 40 years of experience in the finance industry.
Randall Giorgi (CRD# 1403544) is an Investment Advisor Representative working at Eagle Strategies LLC in Santa Maria, CA and has over 12 years of experience in the finance industry. Randall Giorgi 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.
Ryan Gorski (CRD# 6327664) is an Investment Advisor Representative working at Independent Financial Group, LLC in Santa Maria, CA and has over 5 years of experience in the finance industry.
Marcy Holdsambeck-Hyde (CRD# 4186741) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Maria, CA and has over 23 years of experience in the finance industry.