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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
Natalie Taylor (CRD# 4870668) is an Investment Advisor Representative working at The Goodland Group in Goleta, CA and has over 19 years of experience in the finance industry. Natalie 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.
Henry Terrell (CRD# 444235) is an Investment Advisor Representative working at Park Avenue Securities LLC in Santa Barbara, CA and has over 25 years of experience in the finance industry.
Scott Teter (CRD# 1712630) is an Investment Advisor Representative working at Advisory Services Network in Santa Barbara, CA and has over 36 years of experience in the finance industry.
Brian Tevenan (CRD# 4836462) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 19 years of experience in the finance industry.
George Tharakan (CRD# 4913320) is an Investment Advisor Representative working at Alamar Capital Management, LLC in Santa Barbara, CA and has over 24 years of experience in the finance industry.
Amanda Thomas (CRD# 4306012) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 23 years of experience in the finance industry. Amanda Thomas 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.
Melinda Thomas (CRD# 2038974) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 33 years of experience in the finance industry. Melinda Thomas 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.
Timothy Thomas (CRD# 2870674) is an Investment Advisor Representative working at Members Wealth LLC in Santa Barbara, CA and has over 25 years of experience in the finance industry.
Jamie Thomaswong (CRD# 4227452) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 20 years of experience in the finance industry.
Jeffery Thompson (CRD# 5866005) is an Investment Advisor Representative working at Avalan, LLC in Santa Barbara, CA and has over 13 years of experience in the finance industry. Jeffery Thompson 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.