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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
Andrea Borgioli (CRD# 5233627) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Barbara, CA and has over 5 years of experience in the finance industry.
Janice Borsch (CRD# 4802429) is an Investment Advisor Representative working at Avantax Advisory Services in Santa Maria, CA and has over 18 years of experience in the finance industry.
Kevin Bourke (CRD# 1660351) is an Investment Advisor Representative working at Bourke Wealth Management in Santa Barbara, CA and has over 29 years of experience in the finance industry. Kevin Bourke 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.
Brian Boyle (CRD# 3274584) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Santa Barbara, CA and has over 24 years of experience in the finance industry.
Eric Bravo (CRD# 5445702) is an Investment Advisor Representative working at Edward Jones in Santa Maria, CA and has over 16 years of experience in the finance industry.
Mark Brenner (CRD# 1361210) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 39 years of experience in the finance industry.
Jeffery Brookshire (CRD# 2964215) is an Investment Advisor Representative working at Pacific Wealth Strategies Group, Inc. in Santa Barbara, CA and has over 26 years of experience in the finance industry. Jeffery Brookshire 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.
Wesley Brown (CRD# 3251052) is an Investment Advisor Representative working at Onedigital Investment Advisors in Santa Maria, CA and has over 24 years of experience in the finance industry. Wesley Brown 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.
Stephanie Bruno (CRD# 2952200) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 20 years of experience in the finance industry. Stephanie Bruno 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.
Rachel Burkley (CRD# 6495701) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Barbara, CA and has over 8 years of experience in the finance industry.