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Distance Only Berkeley, CA
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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
Lance Oman (CRD# 2197153) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Berkeley, CA and has over 32 years of experience in the finance industry.
Sean Perez (CRD# 7388438) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Berkeley, CA and has over 2 years of experience in the finance industry.
Tashina Reyes (CRD# 5529340) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Berkeley, CA and has over 4 years of experience in the finance industry.
Rael Rubin (CRD# 7635164) is an Investment Advisor Representative working at Parkside Advisors LLC in Berkeley, CA and has 1 year of experience in the finance industry.
Ryan Scanlon (CRD# 7226303) is an Investment Advisor Representative working at Derigo Capital in Berkeley, CA and has over 4 years of experience in the finance industry.
William Sly (CRD# 1925151) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Berkeley, CA and has over 33 years of experience in the finance industry.
Sarah Smith (CRD# 7651764) is an Investment Advisor Representative working at Willow Grove Advisors, LLC in Berkeley, CA and has 1 year of experience in the finance industry.
Daniel Smyth (CRD# 6900028) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has 1 year of experience in the finance industry. Daniel Smyth 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.
Michelle Tang (CRD# 7719792) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Berkeley, CA and has 1 year of experience in the finance industry.
Yaochao Wei (CRD# 7465412) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Berkeley, CA and has over 2 years of experience in the finance industry.