-
Distance Metro area (25 miles)
-
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
Bryant Merryman (CRD# 6198478) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 8 years of experience in the finance industry. Bryant Merryman 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.
Mary Miller (CRD# 5476488) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 17 years of experience in the finance industry. Mary Miller 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.
Jeffrey Minc (CRD# 6402856) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Santa Barbara, CA and has over 9 years of experience in the finance industry. Jeffrey Minc 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.
Dylan Minor (CRD# 2245009) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 32 years of experience in the finance industry. Dylan Minor 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.
Alvin Moore (CRD# 1163038) is an Investment Advisor Representative working at Dunvegan Associates Inc. in Santa Barbara, CA and has over 6 years of experience in the finance industry.
Amy Moore (CRD# 1940213) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 30 years of experience in the finance industry.
Jorge Morales (CRD# 4485239) is an Investment Advisor Representative working at Lpl Financial LLC in Solvang, CA and has over 22 years of experience in the finance industry.
Michael Morando Jr (CRD# 6098724) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Santa Barbara, CA and has over 11 years of experience in the finance industry.
Jonathan Morris (CRD# 6114205) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Santa Barbara, CA and has over 7 years of experience in the finance industry. Jonathan Morris 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.
Gary Morrow (CRD# 5483514) is an Investment Advisor Representative working at Onedigital Investment Advisors in Solvang, CA and has over 11 years of experience in the finance industry.