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Advisors near 93117

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Edward F

Series 63, Series 65

Santa Barbara, CA

Double Springs Capital LLC

Options & derivatives strategies Private / alternative investments Real estate investing
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Dave S

Series 65

Santa Barbara, CA

Montecito Investment Strategies

Active portfolio management Options & derivatives strategies
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David P

Series 63, Series 65

Santa Barbara, CA

Peckham, David A

Passive / index investing
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Steven G

CFA®, Series 63

Santa Barbara, CA

Placera Capital Management LLC

Active portfolio management
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Ray D

Series 66

Santa Barbara, CA

Ironcrest Capital Management LLC

Private / alternative investments Real estate investing
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Jacqueline D

Series 66

Santa Barbara, CA

Duran Capital Management, LLC

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning Retirement plans for business owners (SEP, solo 401k)
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Michael V

CFP®, Series 66

Santa Barbara, CA

Select Investment Services

Cash flow / budgeting
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Doron L

Series 65, Series 66

Santa Barbara, CA

Ivy Advisors, LLC

Active portfolio management Concentrated stock management
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Kipley L

CFA®

Santa Barbara, CA

Montecito Capital Management

Wealth management
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Craig A

CFP®, CFA®, Series 63, Series 65

Santa Barbara, CA

C.D. Allen Wealth Management, LLC

Options & derivatives strategies
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