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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
Gary Strom (CRD# 700947) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Santa Barbara, CA and has over 27 years of experience in the finance industry. Gary Strom 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.
Mark Strong (CRD# 4730517) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Barbara, CA and has over 20 years of experience in the finance industry. Mark Strong 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.
Dannell Stuart (CRD# 2808288) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 27 years of experience in the finance industry. Dannell Stuart 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.
Arthur Swalley (CRD# 2065991) is an Investment Advisor Representative working at Arlington Financial Advisors, LLC in Santa Barbara, CA and has over 33 years of experience in the finance industry.
Leslie Swartwood (CRD# 6739497) is an Investment Advisor Representative working at Edward Jones in Santa Ynez, CA and has over 7 years of experience in the finance industry.
Timothy Sweeney (CRD# 2669172) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Santa Barbara, CA and has over 28 years of experience in the finance industry.
Kathleen Symer (CRD# 6278797) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Barbara, CA and has over 9 years of experience in the finance industry. Kathleen Symer 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.
Steven Symer (CRD# 5395681) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Santa Barbara, CA and has over 9 years of experience in the finance industry. Steven Symer 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.
Jennifer Tanck (CRD# 4159179) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 19 years of experience in the finance industry.
Kristen Taylor (CRD# 5154936) 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. Kristen Taylor 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.