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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
Michelle Perry (CRD# 6122310) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 11 years of experience in the finance industry.
Marek Pfeil (CRD# 5566488) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 8 years of experience in the finance industry.
Maxwell Phillips (CRD# 4953387) is an Investment Advisor Representative working at Channel Wealth, LLC in Santa Barbara, CA and has over 16 years of experience in the finance industry.
Judith Pirkowitsch (CRD# 2242886) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Barbara, CA and has over 31 years of experience in the finance industry.
Jeffry Pittman (CRD# 1986022) is an Investment Advisor Representative working at Lpl Financial LLC in Montecito, CA and has over 33 years of experience in the finance industry.
Justin Pollack (CRD# 3029951) is an Investment Advisor Representative working at Channel Wealth, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.
Bruce Porter (CRD# 4451085) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Ynez, CA and has over 22 years of experience in the finance industry. Bruce Porter 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.
Carey Pott (CRD# 5582424) is an Investment Advisor Representative working at 15 Equity in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Bryan Powers (CRD# 5586604) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Santa Barbara, CA and has over 15 years of experience in the finance industry. Bryan Powers 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.