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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
Craig Vassell (CRD# 6549260) 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.
Dustin Vile (CRD# 6223292) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Santa Monica, CA and has over 10 years of experience in the finance industry.
Jose Vitela (CRD# 4537649) is an Investment Advisor Representative working at Silicon Beach Wealth, LLC in Santa Monica, CA and has over 21 years of experience in the finance industry. Jose Vitela 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.
Julie Vuong (CRD# 6153075) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 7 years of experience in the finance industry.
Gayatri Vyas (CRD# 4286408) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 16 years of experience in the finance industry.
Anne Walsh (CRD# 2671132) is an Investment Advisor Representative working at Guggenheim Partners Investment Management, LLC in Santa Monica, CA and has 1 year of experience in the finance industry.
Dennis Walston (CRD# 861574) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 44 years of experience in the finance industry.
Matt Ward (CRD# 2075525) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Santa Monica, CA and has over 33 years of experience in the finance industry.
Philip Warne (CRD# 830896) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Santa Monica, CA and has over 31 years of experience in the finance industry.
Gregory Wendt (CRD# 2231401) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Santa Monica, CA and has over 31 years of experience in the finance industry. Gregory Wendt 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.