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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
Daniel Babai (CRD# 4210028) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Santa Barbara, CA and has over 11 years of experience in the finance industry.
David Backens (CRD# 5873523) is an Investment Advisor Representative working at Certis Capital Management, Inc. in Santa Barbara, CA and has over 14 years of experience in the finance industry.
Joel Baker (CRD# 1121345) is an Investment Advisor Representative working at The J R Baker Group in Buellton, CA and has over 39 years of experience in the finance industry.
Janet Barr (CRD# 2417829) is an Investment Advisor Representative working at Independent Financial Partners in Santa Barbara, CA and has over 21 years of experience in the finance industry.
Lisa Barrantes-Delossantos (CRD# 1755258) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Santa Barbara, CA and has over 24 years of experience in the finance industry.
Christie Benedetti (CRD# 5538246) is an Investment Advisor Representative working at Benedetti Financial, Inc. in Santa Maria, CA and has over 10 years of experience in the finance industry.
Trent Benedetti (CRD# 1746521) is an Investment Advisor Representative working at Benedetti Financial, Inc. in Santa Maria, CA and has over 36 years of experience in the finance industry. Trent Benedetti 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.
Kelsey Bengoa (CRD# 5652374) is an Investment Advisor Representative working at Lpl Financial LLC in Los Olivos, CA and has over 14 years of experience in the finance industry.
Donald Bennett (CRD# 1412162) is an Investment Advisor Representative working at Planmember Securities Corporation in Santa Barbara, CA and has over 31 years of experience in the finance industry.
Terri Bennett (CRD# 817982) is an Investment Advisor Representative working at Planmember Securities Corporation in Santa Barbara, CA and has over 31 years of experience in the finance industry.