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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
Dawn Allen (CRD# 4181116) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 20 years of experience in the finance industry.
Mary Allen (CRD# 1498096) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Walnut Creek, CA and has over 27 years of experience in the finance industry. Mary Allen 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.
Sharon Almeida (CRD# 1768103) is an Investment Advisor Representative working at Duet Advisory Services LLC in Pleasanton, CA and has over 34 years of experience in the finance industry.
Dean Alves (CRD# 6406692) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Ramon, CA and has over 9 years of experience in the finance industry.
Justin Amit (CRD# 6209132) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 10 years of experience in the finance industry.
Christian Amsberry (CRD# 5350623) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Walnut Creek, CA and has over 16 years of experience in the finance industry.
Georgiana Andersen (CRD# 1929624) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 29 years of experience in the finance industry.
Todd Anglin (CRD# 6249785) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Castro Valley, CA and has over 10 years of experience in the finance industry.
Rosalyn Antonio (CRD# 6458518) is an Investment Advisor Representative working at Edward Jones in Castro Valley, CA and has over 8 years of experience in the finance industry.
Anthony Apostolidis (CRD# 1833654) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 27 years of experience in the finance industry.