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Distance Only Corte Madera, 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
Edi Alvarez (CRD# 5411952) is an Investment Advisor Representative working at Aikapa in Corte Madera, CA and has over 16 years of experience in the finance industry. Edi Alvarez 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.
Sam Black (CRD# 4520011) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 22 years of experience in the finance industry.
Paul Bonapart (CRD# 2083127) is an Investment Advisor Representative working at Commonwealth Financial Network in Corte Madera, CA and has over 33 years of experience in the finance industry.
Richard Boyer (CRD# 2291798) is an Investment Advisor Representative working at Mariner Wealth in Corte Madera, CA and has over 31 years of experience in the finance industry. Richard Boyer 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.
Jasin Carlen (CRD# 2812112) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Corte Madera, CA and has over 27 years of experience in the finance industry.
Jennifer Coffey Smith (CRD# 4708205) is an Investment Advisor Representative working at Financial Connections Group, Inc. in Corte Madera, CA and has over 19 years of experience in the finance industry. Jennifer Coffey Smith 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.
Lawrence Dan (CRD# 1504996) is an Investment Advisor Representative working at Kennicott Capital Management LLC in Corte Madera, CA and has over 36 years of experience in the finance industry.
Laurie Dederian (CRD# 5614047) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 14 years of experience in the finance industry.
Martin Dunn (CRD# 3233497) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has over 24 years of experience in the finance industry.
Daniel Edwards (CRD# 6742795) is an Investment Advisor Representative working at Dan Edwards Investment Advisory Services, LLC in Corte Madera, CA and has over 7 years of experience in the finance industry.