Dean Barda (CRD# 6883601) is an Investment Advisor Representative working at Apple & Associates in Bend, OR and has over 6 years of experience in the finance industry. Dean Barda 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.
CRD# 2405340
Ascent Capital
CRD# 6255154
Axia Wealth Management Inc.
CRD# 4771734
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Apple & Associates | Grass Valley, CA | Aug 2018 - Current | 5 |
Student | Grass Valley, CA | Aug 2007 - Aug 2019 | 12 |
Mml Investors Services, LLC | Sacramento, CA | Nov 2017 - Aug 2018 | < 1 |
Massachusetts Mutual Life Insurance Company | Sacramento, CA | Nov 2017 - Aug 2018 | < 1 |
Sunrun | Sacramento, CA | Aug 2015 - Nov 2017 | 2 |
Sungevity | Yuba City, CA | Aug 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- CA
- OR
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts538ACCOUNTS
-
Average Account Value$192,144
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, ID, OR, TX
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