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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
Lee Falberg (CRD# 4727606) is an Investment Advisor Representative working at Alliance Advisory & Securities, LLC in Westlake Village, CA and has over 21 years of experience in the finance industry.
Kevin Farrell (CRD# 2449465) is an Investment Advisor Representative working at Farrell Financial Inc. in Westlake Village, CA and has over 30 years of experience in the finance industry. Kevin Farrell 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 Fenton (CRD# 3119214) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Westlake Village, CA and has over 25 years of experience in the finance industry. Robert Fenton 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.
Bart Fernelius (CRD# 1161255) is an Investment Advisor Representative working at Lpl Financial LLC in Westlake Village, CA and has over 28 years of experience in the finance industry. Bart Fernelius 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 Feuerhelm (CRD# 2338017) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake Village, CA and has over 31 years of experience in the finance industry.
Debra Fields (CRD# 3049831) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has 1 year of experience in the finance industry. Debra Fields 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.
Jeremy Fields (CRD# 6144701) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 11 years of experience in the finance industry. Jeremy Fields 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.
Wilfredo Figueroa (CRD# 2787344) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake Village, CA and has over 23 years of experience in the finance industry.
Theodore Fischer (CRD# 2557085) is an Investment Advisor Representative working at Fischer Investment Strategies, LLC in Westlake Village, CA and has over 29 years of experience in the finance industry. Theodore Fischer 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.
Gregory Fortner (CRD# 2022074) is an Investment Advisor Representative working at Lpl Financial LLC in Westlake Village, CA and has over 33 years of experience in the finance industry.