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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
Rachel Buchanan (CRD# 4258943) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Walnut Creek, CA and has over 22 years of experience in the finance industry.
Benjamin Buck (CRD# 5629964) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hercules, CA and has over 15 years of experience in the finance industry. Benjamin Buck 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.
Bonnie Buhnerkempe (CRD# 4022563) is an Investment Advisor Representative working at Avantax Advisory Services in San Ramon, CA and has over 24 years of experience in the finance industry.
Tu Bui (CRD# 2897393) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 27 years of experience in the finance industry.
Jennifer Buich (CRD# 4841672) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Ramon, CA and has over 18 years of experience in the finance industry.
Russell Burch (CRD# 5161371) is an Investment Advisor Representative working at Lpl Financial LLC in Vacaville, CA and has over 16 years of experience in the finance industry.
Dennis Burd (CRD# 1112731) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 41 years of experience in the finance industry.
Steven Burke (CRD# 6951961) is an Investment Advisor Representative working at Redhawk Wealth Advisors, Inc. in Oakland, CA and has over 6 years of experience in the finance industry.
Brent Burr (CRD# 2358166) is an Investment Advisor Representative working at Burr Financial Services, LLC in Pleasant Hill, CA and has over 30 years of experience in the finance industry.
Dawn Burton (CRD# 1094251) is an Investment Advisor Representative working at Primerica Advisors in San Ramon, CA and has over 41 years of experience in the finance industry.