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Distance Only Fresno, CA
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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
Daniel Boulware (CRD# 6605366) is an Investment Advisor Representative working at The Institute in Fresno, CA and has over 8 years of experience in the finance industry.
Michelle Brandt (CRD# 6960294) is an Investment Advisor Representative working at D.a. Davidson & Company in Fresno, CA and has over 5 years of experience in the finance industry.
Irma Brown (CRD# 2706592) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fresno, CA and has over 23 years of experience in the finance industry.
Sandy Brown (CRD# 4292303) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 23 years of experience in the finance industry.
Delree Brownfield (CRD# 4439547) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fresno, CA and has over 20 years of experience in the finance industry.
Craig Brueckner (CRD# 3077115) is an Investment Advisor Representative working at Commonwealth Financial Network in Fresno, CA and has over 25 years of experience in the finance industry. Craig Brueckner 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 Budd (CRD# 722245) is an Investment Advisor Representative working at Wells Fargo Advisors in Fresno, CA and has over 43 years of experience in the finance industry. Michael Budd 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.
Kenneth Burkett (CRD# 2747448) is an Investment Advisor Representative working at Independent Financial Group, LLC in Fresno, CA and has over 27 years of experience in the finance industry. Kenneth Burkett 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.
Timothy Burkhart (CRD# 3105166) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 25 years of experience in the finance industry.
Daniel Bushey (CRD# 3070352) is an Investment Advisor Representative working at Lpl Financial LLC in Fresno, CA and has over 25 years of experience in the finance industry.