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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
Dru Argue (CRD# 2399234) is an Investment Advisor Representative working at Wedbush Securities Inc. in Santa Rosa, CA and has over 30 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 37 years of experience in the finance industry.
Penny Bacharach (CRD# 1233412) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 38 years of experience in the finance industry. Penny Bacharach 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.
Michael Bagley (CRD# 1644740) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 26 years of experience in the finance industry. Michael Bagley 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.
Jean Balestrieri (CRD# 2426965) is an Investment Advisor Representative working at Wedbush Securities Inc. in Santa Rosa, CA and has over 30 years of experience in the finance industry.
John Bast (CRD# 2401564) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 30 years of experience in the finance industry.
Louis Batmale (CRD# 4072017) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 24 years of experience in the finance industry.
John Baughman (CRD# 2250204) is an Investment Advisor Representative working at Baughman Financial Group in Novato, CA and has over 31 years of experience in the finance industry.
James Below (CRD# 1428448) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 38 years of experience in the finance industry.