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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
Erick Baer (CRD# 2647074) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 28 years of experience in the finance industry.
James Baer (CRD# 1749788) is an Investment Advisor Representative working at Osborne Partners in San Francisco, CA and has over 34 years of experience in the finance industry.
Leon Baer (CRD# 6942809) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 5 years of experience in the finance industry.
Sheetal Bagde (CRD# 6296533) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 10 years of experience in the finance industry. Sheetal Bagde 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.
Adam Bagherian (CRD# 5021825) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 12 years of experience in the finance industry. Adam Bagherian 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.
Andrew Bagnall (CRD# 4331728) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 23 years of experience in the finance industry. Andrew Bagnall 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.
Usman Bajwa (CRD# 5461947) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 15 years of experience in the finance industry.
Bugra Bakan (CRD# 4524172) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Burlingame, CA and has over 22 years of experience in the finance industry. Bugra Bakan 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.
Aaron Baker (CRD# 4388969) is an Investment Advisor Representative working at Baker & Associates Registered Investment Advisors, LLC in San Leandro, CA and has over 21 years of experience in the finance industry.
Bret Baker (CRD# 4251844) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 23 years of experience in the finance industry.