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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
Eric Berquist (CRD# 6872926) is an Investment Advisor Representative working at The Colony Group, LLC in Palo Alto, CA and has over 5 years of experience in the finance industry.
Jeffrey Berry (CRD# 2320205) is an Investment Advisor Representative working at Lyell Wealth Management LP in Menlo Park, CA and has over 31 years of experience in the finance industry.
Thomas Berry (CRD# 2593132) is an Investment Advisor Representative working at Lpl Financial LLC in Campbell, CA and has over 23 years of experience in the finance industry.
Mark Berryman (CRD# 6024986) is an Investment Advisor Representative working at The Caprock Group, LLC in San Jose, CA and has over 7 years of experience in the finance industry.
Gerard Bessette (CRD# 6275024) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Palo Alto, CA and has over 9 years of experience in the finance industry.
Carlos Betancourt (CRD# 5746446) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Altos, CA and has over 14 years of experience in the finance industry.
Manjeshwar Bhat (CRD# 5677546) is an Investment Advisor Representative working at Kane Investment Management, Inc. in Los Gatos, CA and has over 15 years of experience in the finance industry.
Neeraj Bhatia (CRD# 4901986) is an Investment Advisor Representative working at Ni Advisors in Milpitas, CA and has over 19 years of experience in the finance industry.
Kapil Bhatnagar (CRD# 2343123) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Cupertino, CA and has over 31 years of experience in the finance industry.
Christina Biagi (CRD# 5787093) is an Investment Advisor Representative working at Edward Jones in San Jose, CA and has over 14 years of experience in the finance industry.