-
Distance Only Simi Valley, CA
-
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
Kailey Craig (CRD# 6299800) is an Investment Advisor Representative working at Edward Jones in Simi Valley, CA and has over 9 years of experience in the finance industry.
Jeff Crawford (CRD# 1535345) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 18 years of experience in the finance industry.
Bryan Curry (CRD# 6276939) is an Investment Advisor Representative working at Bridge The Gap Retirement Planners in Simi Valley, CA and has over 10 years of experience in the finance industry. Bryan Curry 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.
Lori Day (CRD# 6306856) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Simi Valley, CA and has over 10 years of experience in the finance industry.
Jeffrey Dennison (CRD# 5701934) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 14 years of experience in the finance industry.
Roland Dortch (CRD# 1994613) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 34 years of experience in the finance industry.
Michael Fine (CRD# 6183402) is an Investment Advisor Representative working at Monarch Plan Advisors in Simi Valley, CA and has over 10 years of experience in the finance industry. Michael Fine 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.
Hugh Fisher (CRD# 5168653) is an Investment Advisor Representative working at Edward Jones in Simi Valley, CA and has over 17 years of experience in the finance industry.
Jennie Fleming (CRD# 4739088) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 20 years of experience in the finance industry.
Stephen Foley (CRD# 2150488) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 32 years of experience in the finance industry.