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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
Tammie Barsocchini (CRD# 1951613) is an Investment Advisor Representative working at Lpl Financial LLC in Belmont, CA and has over 7 years of experience in the finance industry.
Derek Bouskos (CRD# 7048719) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Belmont, CA and has over 5 years of experience in the finance industry.
Joseph Dalli (CRD# 4619296) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Belmont, CA and has 1 year of experience in the finance industry.
Andrew Freeman (CRD# 6718192) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Belmont, CA and has over 7 years of experience in the finance industry.
Todd Freeman (CRD# 848840) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Belmont, CA and has over 40 years of experience in the finance industry. Todd Freeman 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.
Ronald Granville (CRD# 4376325) is an Investment Advisor Representative working at Woodmont Realty Advisors Inc. in Belmont, CA and has over 11 years of experience in the finance industry.
Scott Pritchett (CRD# 4376405) is an Investment Advisor Representative working at Woodmont Realty Advisors Inc. in Belmont, CA and has over 11 years of experience in the finance industry.
Sirinee Tippakorn (CRD# 4897625) is an Investment Advisor Representative working at Edward Jones in Belmont, CA and has over 19 years of experience in the finance industry.
Jeffrey Anton (CRD# 1450782) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Belmont, CA and has over 27 years of experience in the finance industry.
Majdi Khatib (CRD# 7817099) is an Investment Advisor Representative working at Edward Jones in Belmont, CA and has 1 year of experience in the finance industry.