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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
Brian Tisdale (CRD# 5593020) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Barry Toole (CRD# 3142901) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 25 years of experience in the finance industry.
Joan Tozer (CRD# 4601539) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Barbara, CA and has over 21 years of experience in the finance industry.
Troy Tremblay (CRD# 4625407) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Santa Barbara, CA and has over 20 years of experience in the finance industry.
Frank Troise (CRD# 2417914) is an Investment Advisor Representative working at Soho Financial Services LLC in Montecito, CA and has over 25 years of experience in the finance industry.
Fernando Trujillo (CRD# 6287203) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Barbara, CA and has over 9 years of experience in the finance industry.
Kayla Trujillo (CRD# 6551059) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Barbara, CA and has over 8 years of experience in the finance industry.
Ben Tucker (CRD# 5190141) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 17 years of experience in the finance industry.
Scott Ulves (CRD# 2504183) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 29 years of experience in the finance industry. Scott Ulves 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.
Emi Umezawa (CRD# 4903724) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Santa Barbara, CA and has over 19 years of experience in the finance industry. Emi Umezawa 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.