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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
Brian Bates (CRD# 2318413) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 31 years of experience in the finance industry.
Travis Bator (CRD# 5241485) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 17 years of experience in the finance industry.
Steven Batutis (CRD# 4229583) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 25 years of experience in the finance industry. Steven Batutis 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.
William Bauerle (CRD# 6837678) is an Investment Advisor Representative working at Edward Jones in Poway, CA and has over 6 years of experience in the finance industry.
Dwana Baumann (CRD# 5430377) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 11 years of experience in the finance industry.
Sandy Bayne (CRD# 5801113) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Diego, CA and has over 13 years of experience in the finance industry.
Anthony Bayona (CRD# 5318852) is an Investment Advisor Representative working at Edward Jones in San Diego, CA and has over 17 years of experience in the finance industry.
Sandra Bazan (CRD# 4666407) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 19 years of experience in the finance industry.
Grace Beach (CRD# 6480682) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in San Diego, CA and has over 7 years of experience in the finance industry. Grace Beach 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.
Jessi Beach (CRD# 6503153) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 8 years of experience in the finance industry.