-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Nathan Billigmeier (CRD# 5750851) is an Investment Advisor Representative working at Towerpoint Wealth, LLC in Sacramento, CA and has over 10 years of experience in the finance industry.
Benjamin Bimson (CRD# 4835074) is an Investment Advisor Representative working at Trek Financial in Davis, CA and has over 19 years of experience in the finance industry.
Caitlan Bjornsen (CRD# 6475872) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sacramento, CA and has over 9 years of experience in the finance industry.
Kurt Blakely (CRD# 720871) is an Investment Advisor Representative working at Blakely Financial Services in Stockton, CA and has over 38 years of experience in the finance industry.
Romer Blanquera (CRD# 4051345) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sacramento, CA and has over 24 years of experience in the finance industry.
Devin Blodgett (CRD# 5549491) is an Investment Advisor Representative working at Blodgett Wealth Advisors, LLC in Brentwood, CA and has over 11 years of experience in the finance industry. Devin Blodgett 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.
Fredric Bocceri (CRD# 1055428) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Sacramento, CA and has over 25 years of experience in the finance industry.
Richard Borba (CRD# 811527) is an Investment Advisor Representative working at Portsmouth Financial Services, Inc. in Lodi, CA and has over 28 years of experience in the finance industry.
Rukmini Bose (CRD# 5849366) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sacramento, CA and has over 13 years of experience in the finance industry.
Brian Boyd (CRD# 3091368) is an Investment Advisor Representative working at Boyd Wealth Management, LLC in Sacramento, CA and has over 25 years of experience in the finance industry. Brian Boyd 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.