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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
Anthony Blagrove (CRD# 4949351) is an Investment Advisor Representative working at Traveka Wealth, LLC in San Jose, CA and has over 16 years of experience in the finance industry. Anthony Blagrove 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.
Scott Bloom (CRD# 1055766) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Aptos, CA and has over 34 years of experience in the finance industry.
Tamara Blue (CRD# 3068917) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Gatos, CA and has over 25 years of experience in the finance industry.
Donald Bogue (CRD# 6629709) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Campbell, CA and has over 6 years of experience in the finance industry.
Katie Bogue (CRD# 6604148) is an Investment Advisor Representative working at Lpl Financial LLC in Campbell, CA and has over 5 years of experience in the finance industry.
Anand Bokde (CRD# 6194161) is an Investment Advisor Representative working at Edward Jones in Pacific Grove, CA and has over 10 years of experience in the finance industry.
Jacques Bolivar (CRD# 3194007) is an Investment Advisor Representative working at Lpl Financial LLC in Pacific Grove, CA and has over 25 years of experience in the finance industry. Jacques Bolivar 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.
Kostantina Bourdev (CRD# 4700585) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Campbell, CA and has over 20 years of experience in the finance industry.
Rick Boynton (CRD# 2347252) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Scotts Valley, CA and has over 26 years of experience in the finance industry.
Matthew Brady (CRD# 2162122) is an Investment Advisor Representative working at Thepartners Wealth Management in Monterey, CA and has over 31 years of experience in the finance industry.