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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
Christie Baker (CRD# 1690585) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 36 years of experience in the finance industry. Christie Baker 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.
John Baker (CRD# 2914008) is an Investment Advisor Representative working at Atlas Capital Advisors Inc. in San Francisco, CA and has over 17 years of experience in the finance industry.
Patrick Baker (CRD# 5280091) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Bruno, CA and has over 16 years of experience in the finance industry.
Simon Baker (CRD# 2440645) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 30 years of experience in the finance industry.
Thomas Baker (CRD# 1552506) is an Investment Advisor Representative working at Blue Oak Capital LLC in Menlo Park, CA and has over 30 years of experience in the finance industry.
William Baker (CRD# 2842456) is an Investment Advisor Representative working at Mariner Independent in Walnut Creek, CA and has over 27 years of experience in the finance industry.
Leonard Bakker (CRD# 6417458) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Walnut Creek, CA and has over 9 years of experience in the finance industry.
Dominic Baldini (CRD# 3082081) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 25 years of experience in the finance industry.
William Balentine (CRD# 4058800) is an Investment Advisor Representative working at Blackrock Fund Advisors in San Francisco, CA and has over 24 years of experience in the finance industry.
Thomas Balistreri (CRD# 1349647) is an Investment Advisor Representative working at Equitable Advisors, LLC in San Francisco, CA and has over 30 years of experience in the finance industry.