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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
Bradley Allen (CRD# 3239295) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 18 years of experience in the finance industry.
Karin Alvarado (CRD# 3174177) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Napa, CA and has over 23 years of experience in the finance industry.
Franklin Anselmi (CRD# 2679503) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Davis, CA and has over 28 years of experience in the finance industry.
Timothy Ayles (CRD# 5549384) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 14 years of experience in the finance industry.
Mark Baca (CRD# 1455005) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 26 years of experience in the finance industry.
Milton Balbuena (CRD# 2922485) is an Investment Advisor Representative working at Blue Hall Capital in Napa, CA and has over 17 years of experience in the finance industry.
Christian Batchelder (CRD# 1002414) is an Investment Advisor Representative working at Christian Curry Batchelder, Cfp in Oakland, CA and has 1 year of experience in the finance industry. Christian Batchelder 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.
Luis Bautista (CRD# 2699447) is an Investment Advisor Representative working at Lpl Financial LLC in Woodland, CA and has over 28 years of experience in the finance industry.
William Becker (CRD# 6131583) is an Investment Advisor Representative working at Dedora Capital, Inc. in Napa, CA and has over 11 years of experience in the finance industry.
Jonathan Beer (CRD# 2208367) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 27 years of experience in the finance industry.