-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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.
Aaron Wilhelm (CRD# 6608439) is an Investment Advisor Representative working at Reigate Investors LLC in Santa Monica, CA and has over 6 years of experience in the finance industry.
Karyn Williams (CRD# 6734294) is an Investment Advisor Representative working at Hightree Advisors, LLC in Santa Monica, CA and has over 5 years of experience in the finance industry.
Kyle Williams (CRD# 2810071) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 11 years of experience in the finance industry. Kyle Williams 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.
Jeffrey Wilson (CRD# 1289007) is an Investment Advisor Representative working at Saybrook Fund Advisors, LLC in Santa Monica, CA and has over 18 years of experience in the finance industry.
Kenneth Woo (CRD# 6875634) is an Investment Advisor Representative working at Woo, Kenneth Wing Kwok in Santa Monica, CA and has over 6 years of experience in the finance industry.
Lindsey Woodward (CRD# 5946324) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has over 9 years of experience in the finance industry. Lindsey Woodward 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.
David Wright (CRD# 1466125) 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.
Qi Yan (CRD# 5338547) is an Investment Advisor Representative working at Guggenheim Partners Investment Management, LLC in Santa Monica, CA and has over 16 years of experience in the finance industry.