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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
Kelly Ausburn (CRD# 5857571) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 13 years of experience in the finance industry. Kelly Ausburn 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.
Raquel Austin (CRD# 4317943) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 19 years of experience in the finance industry.
Evan Avery (CRD# 6665626) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 7 years of experience in the finance industry. Evan Avery 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.
Randal Avey (CRD# 1057866) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 33 years of experience in the finance industry.
Robert Avey (CRD# 2605460) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Ramon, CA and has over 29 years of experience in the finance industry.
Olusola Awofala (CRD# 2605349) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 29 years of experience in the finance industry.
Timothy Ayles (CRD# 5549384) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 14 years of experience in the finance industry.
James Babson (CRD# 1524676) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 29 years of experience in the finance industry.
Mark Baca (CRD# 1455005) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 26 years of experience in the finance industry.
Michael Bach (CRD# 3168845) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 20 years of experience in the finance industry.