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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
Joseph Brummel (CRD# 2767675) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 27 years of experience in the finance industry.
Frank Bruno (CRD# 1366155) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 29 years of experience in the finance industry. Frank Bruno 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.
Brandon Bucheister (CRD# 7046205) is an Investment Advisor Representative working at North Coast Asset Management, Inc. in Windsor, CA and has over 5 years of experience in the finance industry.
James Bucheister (CRD# 4721224) is an Investment Advisor Representative working at North Coast Asset Management, Inc. in Windsor, CA and has over 24 years of experience in the finance industry.
Benjamin Buck (CRD# 5629964) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hercules, CA and has over 15 years of experience in the finance industry. Benjamin Buck 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.
Cynthia Buckman (CRD# 2061822) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 33 years of experience in the finance industry.
Eric Bunker (CRD# 838539) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Penngrove, CA and has over 33 years of experience in the finance industry.
Gabriel Burczyk (CRD# 1537995) is an Investment Advisor Representative working at Assembly Wealth in Mill Valley, CA and has over 36 years of experience in the finance industry.
Erin Burke (CRD# 4741512) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sonoma, CA and has over 19 years of experience in the finance industry.
Robert Burkhart (CRD# 4991946) 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.