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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
Kurt Blakely (CRD# 720871) is an Investment Advisor Representative working at Blakely Financial Services in Stockton, CA and has over 38 years of experience in the finance industry.
Charles Blankley (CRD# 4649891) is an Investment Advisor Representative working at Gemmer Asset Management LLC in Walnut Creek, CA and has 1 year of experience in the finance industry.
Kurt Blanz (CRD# 2282455) is an Investment Advisor Representative working at Victory Capital Management Inc. in Moraga, CA and has over 22 years of experience in the finance industry.
Cynthia Bloch (CRD# 4790809) is an Investment Advisor Representative working at Forusall in Oakland, CA and has over 9 years of experience in the finance industry.
Dennis Blodgett (CRD# 1443590) is an Investment Advisor Representative working at Blodgett Wealth Advisors, LLC in Concord, CA and has over 38 years of experience in the finance industry.
Devin Blodgett (CRD# 5549491) is an Investment Advisor Representative working at Blodgett Wealth Advisors, LLC in Brentwood, CA and has over 11 years of experience in the finance industry. Devin Blodgett 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.
David Bobrowsky (CRD# 4261724) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Alamo, CA and has over 23 years of experience in the finance industry. David Bobrowsky 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.
David Boland (CRD# 2902383) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 26 years of experience in the finance industry.
Nessa Boland (CRD# 4071921) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Tristan Bolton (CRD# 5291400) is an Investment Advisor Representative working at Mariner Independent in Lafayette, CA and has over 17 years of experience in the finance industry.