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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
Peter Barry (CRD# 2235548) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Los Angeles, CA and has over 16 years of experience in the finance industry.
Camelia Barsoum (CRD# 4047875) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly Hills, CA and has over 24 years of experience in the finance industry.
Brett Bartman (CRD# 4559721) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Beverly Hills, CA and has over 21 years of experience in the finance industry.
Kary Bartmasser (CRD# 4880672) is an Investment Advisor Representative working at Kb Private Wealth Management Group in Beverly Hills, CA and has over 18 years of experience in the finance industry.
Alexandra Bartsch (CRD# 6529821) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 8 years of experience in the finance industry.
Paul Bartschi (CRD# 4198048) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake Village, CA and has over 23 years of experience in the finance industry.
Bruce Bassin (CRD# 3002301) is an Investment Advisor Representative working at Bassin, Bruce in Thousand Oaks, CA and has over 26 years of experience in the finance industry.
David Bate (CRD# 1667941) is an Investment Advisor Representative working at Lpl Financial LLC in Manhattan Beach, CA and has over 36 years of experience in the finance industry.
Kristin Bateman (CRD# 4599566) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 21 years of experience in the finance industry.
Chad Bates (CRD# 4693677) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 20 years of experience in the finance industry. Chad 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.