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Distance Only Monterey, 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
Peter Albano (CRD# 1102955) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Monterey, CA and has over 38 years of experience in the finance industry.
Gary Alt (CRD# 4658169) is an Investment Advisor Representative working at Monterey Private Wealth, Inc. in Monterey, CA and has over 21 years of experience in the finance industry. Gary Alt 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.
Howard Barkley (CRD# 1769999) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has over 36 years of experience in the finance industry.
Allison Barrientos (CRD# 6091252) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 11 years of experience in the finance industry. Allison Barrientos 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.
Dorothy Belville (CRD# 718668) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monterey, CA and has over 42 years of experience in the finance industry. Dorothy Belville 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.
Benjamin Bishop (CRD# 6767815) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 6 years of experience in the finance industry.
Alexander Black (CRD# 6131204) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 10 years of experience in the finance industry. Alexander Black 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.
Matthew Brady (CRD# 2162122) is an Investment Advisor Representative working at Thepartners Wealth Management in Monterey, CA and has over 31 years of experience in the finance industry.
Craig Brinton (CRD# 5498737) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 15 years of experience in the finance industry.
Patricia Brukoff (CRD# 5101534) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 17 years of experience in the finance industry.