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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
Richard Bassett (CRD# 5118387) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasanton, CA and has over 18 years of experience in the finance industry.
John Bast (CRD# 2401564) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 30 years of experience in the finance industry.
Ali Bastani (CRD# 3107724) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 25 years of experience in the finance industry.
Mark Bates (CRD# 6412414) is an Investment Advisor Representative working at Adero Partners, LLC in Orinda, CA and has 1 year of experience in the finance industry. Mark Bates 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.
Austin Batista (CRD# 5849397) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Walnut Creek, CA and has over 13 years of experience in the finance industry.
Batkhuu Batjargal (CRD# 6158673) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, CA and has over 11 years of experience in the finance industry.
Louis Batmale (CRD# 4072017) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 24 years of experience in the finance industry.
Kevin Batstone (CRD# 5833464) is an Investment Advisor Representative working at Baybridge Capital Group, LLC in Pleasanton, CA and has over 13 years of experience in the finance industry. Kevin Batstone 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.
Brian Batt (CRD# 2226520) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Francisco, CA and has over 31 years of experience in the finance industry.
David Bauer (CRD# 6299104) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.