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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
Bugra Bakan (CRD# 4524172) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Burlingame, CA and has over 22 years of experience in the finance industry. Bugra Bakan 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.
Aaron Baker (CRD# 4388969) is an Investment Advisor Representative working at Baker & Associates Registered Investment Advisors, LLC in San Leandro, CA and has over 21 years of experience in the finance industry.
Bret Baker (CRD# 4251844) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 23 years of experience in the finance industry.
Christie Baker (CRD# 1690585) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 36 years of experience in the finance industry. Christie Baker 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.
John Baker (CRD# 2914008) is an Investment Advisor Representative working at Atlas Capital Advisors Inc. in San Francisco, CA and has over 17 years of experience in the finance industry.
Patrick Baker (CRD# 5280091) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Bruno, CA and has over 16 years of experience in the finance industry.
Simon Baker (CRD# 2440645) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 30 years of experience in the finance industry.
William Baker (CRD# 2842456) is an Investment Advisor Representative working at Mariner Independent in Walnut Creek, CA and has over 27 years of experience in the finance industry.
Leonard Bakker (CRD# 6417458) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Walnut Creek, CA and has over 9 years of experience in the finance industry.
Dominic Baldini (CRD# 3082081) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 25 years of experience in the finance industry.