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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
Benjamin Dunbar (CRD# 6407185) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 9 years of experience in the finance industry. Benjamin Dunbar 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.
Richard Eastland (CRD# 6036151) is an Investment Advisor Representative working at Harbor Road Capital Management LLC in Santa Monica, CA and has over 21 years of experience in the finance industry.
Andrew Eddy (CRD# 3000011) is an Investment Advisor Representative working at Eddy Financial, LLC in Santa Monica, CA and has over 26 years of experience in the finance industry. Andrew Eddy 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.
Robert Eddy (CRD# 603372) is an Investment Advisor Representative working at Eddy Financial, LLC in Santa Monica, CA and has over 40 years of experience in the finance industry.
Samar Farhangi (CRD# 5244270) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 15 years of experience in the finance industry. Samar Farhangi 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.
Peter Fink (CRD# 207826) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Monica, CA and has over 44 years of experience in the finance industry. Peter Fink 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.
James Fletcher (CRD# 1230878) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 39 years of experience in the finance industry.
Jonathan Foster (CRD# 1037245) is an Investment Advisor Representative working at Angeles Wealth Management, LLC in Santa Monica, CA and has over 29 years of experience in the finance industry.
Steven Fox (CRD# 1263069) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Monica, CA and has over 39 years of experience in the finance industry.
James Frawley (CRD# 2867752) is an Investment Advisor Representative working at Westside Investment Management, LLC in Santa Monica, CA and has over 26 years of experience in the finance industry.