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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
Clayton Murdy (CRD# 4489494) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 22 years of experience in the finance industry.
Leo Murphy (CRD# 2962473) is an Investment Advisor Representative working at Alamar Capital Management, LLC in Santa Barbara, CA and has over 25 years of experience in the finance industry.
Emil Nazaretyan (CRD# 5602556) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Lisa Neff (CRD# 4251021) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 22 years of experience in the finance industry.
Erin Neil (CRD# 2732161) 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.
David Neunuebel (CRD# 1049930) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Santa Barbara, CA and has over 41 years of experience in the finance industry.
Larry O'callaghan (CRD# 2671685) is an Investment Advisor Representative working at Onedigital Investment Advisors in Solvang, CA and has over 28 years of experience in the finance industry.
Alejandro Ochoa (CRD# 4680212) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Santa Barbara, CA and has over 20 years of experience in the finance industry.
Sean Oflaherty (CRD# 2162057) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 32 years of experience in the finance industry.
Noelle Oh (CRD# 6037458) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 11 years of experience in the finance industry. Noelle Oh 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.