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Distance Only Los Gatos, 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
Victor Adint (CRD# 5011191) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Los Gatos, CA and has over 18 years of experience in the finance industry.
Alexandria Adiutori (CRD# 6737880) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 5 years of experience in the finance industry.
Matthew Agius (CRD# 4736296) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry.
Tony Alarcon (CRD# 2593019) is an Investment Advisor Representative working at Legacy Wealth Capital, LLC in Los Gatos, CA and has over 28 years of experience in the finance industry.
Nicholas Almasov (CRD# 6492738) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Los Gatos, CA and has over 8 years of experience in the finance industry.
Mark Astrinos (CRD# 6035365) is an Investment Advisor Representative working at Libra Wealth LLC in Los Gatos, CA and has over 11 years of experience in the finance industry. Mark Astrinos 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.
Richard Baer (CRD# 848798) is an Investment Advisor Representative working at Legacy Capital Group California, Inc. in Los Gatos, CA and has over 29 years of experience in the finance industry. Richard Baer 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.
Bruce Barton (CRD# 2175965) is an Investment Advisor Representative working at Parkworth Wealth Management, Inc. in Los Gatos, CA and has over 21 years of experience in the finance industry. Bruce Barton 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.
Manjeshwar Bhat (CRD# 5677546) is an Investment Advisor Representative working at Kane Investment Management, Inc. in Los Gatos, CA and has over 14 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.