-
Distance Only Berkeley, CA
-
COMPENSATION Either
-
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
Tim Everhart (CRD# 5087408) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Berkeley, CA and has over 18 years of experience in the finance industry. Tim Everhart 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 Flowers (CRD# 2559221) is an Investment Advisor Representative working at D.a. Flowers & Company, LLC in Berkeley, CA and has over 29 years of experience in the finance industry. David Flowers 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.
William Fried (CRD# 6285135) is an Investment Advisor Representative working at Edward Jones in Berkeley, CA and has over 10 years of experience in the finance industry.
Matthew Gatt (CRD# 6709376) is an Investment Advisor Representative working at North Berkeley Wealth Management, LLC in Berkeley, CA and has 1 year of experience in the finance industry. Matthew Gatt 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 Gillooly (CRD# 2073302) is an Investment Advisor Representative working at Elmwood Wealth Management in Berkeley, CA and has 1 year of experience in the finance industry.
Peter Green (CRD# 4378565) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Berkeley, CA and has over 23 years of experience in the finance industry.
Audrey Grubman (CRD# 2766919) is an Investment Advisor Representative working at Parkside Advisors LLC in Berkeley, CA and has 1 year of experience in the finance industry. Audrey Grubman 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.
Melanie Hartenfels (CRD# 4187478) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Berkeley, CA and has over 18 years of experience in the finance industry. Melanie Hartenfels 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.
Vernon Hobbs (CRD# 1772716) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Berkeley, CA and has over 21 years of experience in the finance industry.
Abby Honerkamp (CRD# 5555361) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Berkeley, CA and has over 15 years of experience in the finance industry.