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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
Michael Ariyoshi (CRD# 2472613) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Rafael, CA and has over 29 years of experience in the finance industry.
Hedyeh Arjomand (CRD# 5087461) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 18 years of experience in the finance industry.
Joseph Arsenio (CRD# 7817) is an Investment Advisor Representative working at Arsenio Capital Management LLC in San Anselmo, CA and has over 44 years of experience in the finance industry.
Scott Arwin (CRD# 2370692) is an Investment Advisor Representative working at Ring Mountain Capital, LLC in Tiburon, CA and has over 30 years of experience in the finance industry.
Margaret Ash (CRD# 5794228) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 13 years of experience in the finance industry.
Alexander Assaley (CRD# 5056243) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 18 years of experience in the finance industry.
Theodore Athans (CRD# 3164104) is an Investment Advisor Representative working at Wealthspring in Santa Rosa, CA and has over 25 years of experience in the finance industry. Theodore Athans 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.
Robert Atkins (CRD# 850616) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Santa Rosa, CA and has over 38 years of experience in the finance industry.
Kelly Ausburn (CRD# 5857571) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 13 years of experience in the finance industry. Kelly Ausburn 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.
Evan Avery (CRD# 6665626) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 7 years of experience in the finance industry. Evan Avery 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.