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Qualifications of Financial Advisor in Carpinteria

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Financial Advisors in Carpinteria, California
Financial Advisor Office Location Phone Number
Anthony Masterson,
Financial Engines Advisors, LLC
12100 Wilsure Blvd.,
Los Angeles, CA  90025
(424) 365-6153
Richard Ramos,
Financial Engines Advisors, LLC
6023 Coffee Rd. Suite A,
Bakersfield, CA  93308
(661) 213-3543

Information on Qualified Financial Advisors in Carpinteria

Qualifications CRD# 1524917
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 12100 Wilsure Blvd.,
8th Floor,
Los Angeles,
CA 
90025
Phone Number (424) 3656153

Joined Financial Engines in 2017. Began his career in the financial services industry in 2002. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s) and the Accredited Asset Management SpecialistSM (AAMS®) designation(s). Bachelor's degree in Psychology from UCLA. Married to Tatiana. Anthony enjoys swimming, hiking, playing guitar, and is a live music enthusiast.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5524250
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 6023 Coffee Rd. Suite A,
Bakersfield,
CA 
93308
Phone Number (661) 213-3543

Joined Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Science from St. John Fisher College. Married to Sandy. Jim enjoys staying fit, golfing, donating time, spending time with his family, and reading.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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