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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
Matthew Bennitt (CRD# 2603362) is an Investment Advisor Representative working at Lyell Wealth Management LP in Menlo Park, CA and has over 29 years of experience in the finance industry.
Claire Benoit (CRD# 5884484) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Bruno, CA and has over 13 years of experience in the finance industry.
Christopher Benson (CRD# 4751702) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in San Francisco, CA and has over 20 years of experience in the finance industry.
Patrick Benson (CRD# 6425196) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 9 years of experience in the finance industry.
Guy Benstead (CRD# 1179261) is an Investment Advisor Representative working at Kcm Investment Advisors in Greenbrae, CA and has over 35 years of experience in the finance industry.
Eric Benz (CRD# 6228939) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 10 years of experience in the finance industry. Eric Benz 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.
Douglas Bercow (CRD# 2037176) is an Investment Advisor Representative working at Accelerated Capital Management L L C in Menlo Park, CA and has over 22 years of experience in the finance industry.
Patrick Beresh (CRD# 3113695) is an Investment Advisor Representative working at Pmb Advisors in Larkspur, CA and has over 24 years of experience in the finance industry.
Siri Berg (CRD# 1257295) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 26 years of experience in the finance industry.