-
Distance Metro area (25 miles)
-
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
Isabelle Alexander (CRD# 6529033) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Lafayette, CA and has over 8 years of experience in the finance industry. Isabelle Alexander 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.
Walter Au (CRD# 2563044) is an Investment Advisor Representative working at Dixon Financial Services in Lafayette, CA and has over 29 years of experience in the finance industry.
James Audley (CRD# 2427000) is an Investment Advisor Representative working at Argent Wealth Advisors, LLC in Lafayette, CA and has over 30 years of experience in the finance industry.
Batkhuu Batjargal (CRD# 6158673) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, CA and has over 11 years of experience in the finance industry.
Tristan Bolton (CRD# 5291400) is an Investment Advisor Representative working at Mariner Independent in Lafayette, CA and has over 17 years of experience in the finance industry.
Charles Bond (CRD# 1290641) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 29 years of experience in the finance industry. Charles Bond 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.
Jason Borman (CRD# 3230490) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lafayette, CA and has over 24 years of experience in the finance industry. Jason Borman 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 Bowen (CRD# 2391266) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 29 years of experience in the finance industry.
Alan Bynum (CRD# 1889136) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lafayette, CA and has over 31 years of experience in the finance industry.
John Callagy (CRD# 5154517) is an Investment Advisor Representative working at Asage Financial LLC in Lafayette, CA and has over 17 years of experience in the finance industry.