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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 Bassman (CRD# 2621920) is an Investment Advisor Representative working at Lpl Financial LLC in Carmel Valley, CA and has over 28 years of experience in the finance industry. Richard Bassman 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.
Mary Bellizzi (CRD# 4722632) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Aptos, CA and has over 20 years of experience in the finance industry.
Dorothy Belville (CRD# 718668) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monterey, CA and has over 42 years of experience in the finance industry. Dorothy Belville 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.
Patrick Bennett (CRD# 2790207) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Santa Cruz, CA and has over 27 years of experience in the finance industry.
Ryan Bennett (CRD# 6176193) is an Investment Advisor Representative working at Edward Jones in Capitola, CA and has over 10 years of experience in the finance industry.
Benjamin Bishop (CRD# 6767815) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 6 years of experience in the finance industry.
James Bizzack (CRD# 1356619) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Cruz, CA and has over 29 years of experience in the finance industry. James Bizzack 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.
Alexander Black (CRD# 6131204) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 10 years of experience in the finance industry. Alexander Black 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.
Robert Bleeck (CRD# 4615003) is an Investment Advisor Representative working at Bleeck Financial Management, Inc. in Carmel, CA and has 1 year of experience in the finance industry.
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.