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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
Ali Bastani (CRD# 3107724) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 25 years of experience in the finance industry.
Brian Batt (CRD# 2226520) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Francisco, CA and has over 31 years of experience in the finance industry.
David Bauer (CRD# 6299104) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.
Steven Baughman (CRD# 5234219) is an Investment Advisor Representative working at Divisar Capital Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
James Bauman (CRD# 6259247) is an Investment Advisor Representative working at Farther in San Francisco, CA and has over 10 years of experience in the finance industry. James Bauman 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.
Andrew Baumgartner (CRD# 5328325) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 13 years of experience in the finance industry.
Kimberly Baumgartner (CRD# 2747374) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Francisco, CA and has over 27 years of experience in the finance industry.
Steven Baumhoff (CRD# 1416203) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Francisco, CA and has over 24 years of experience in the finance industry.
Mary Jo Bayard (CRD# 4211455) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 23 years of experience in the finance industry.
Alexander Bayer (CRD# 6617169) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 7 years of experience in the finance industry.