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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
Adam Scott (CRD# 5630251) is an Investment Advisor Representative working at Wellacre Global Wealth Advisors in Santa Monica, CA and has over 14 years of experience in the finance industry. Adam Scott 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.
Raju Shah (CRD# 6032378) is an Investment Advisor Representative working at Craton Capital Management, LLC in Santa Monica, CA and has over 11 years of experience in the finance industry.
Eyal Shmilovich (CRD# 5699619) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 14 years of experience in the finance industry.
Brett Sifling (CRD# 6897975) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 6 years of experience in the finance industry.
Edward Simpson (CRD# 4632417) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Santa Monica, CA and has over 20 years of experience in the finance industry.
Maurice Singer (CRD# 3218018) is an Investment Advisor Representative working at The Evergreen Advantage Management, Inc. in Santa Monica, CA and has over 23 years of experience in the finance industry.
Katherine Siriwan (CRD# 2906026) is an Investment Advisor Representative working at Hoylecohen, LLC in Santa Monica, CA and has 1 year of experience in the finance industry. Katherine Siriwan 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.
Melanie Sitzer (CRD# 6472342) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 8 years of experience in the finance industry.
Kenneth Sleeper (CRD# 1238247) is an Investment Advisor Representative working at Ocean Park Asset Management, Inc. in Santa Monica, CA and has over 28 years of experience in the finance industry.
Ashley Smith-Roos (CRD# 5454067) is an Investment Advisor Representative working at Wilshire in Santa Monica, CA and has over 6 years of experience in the finance industry.