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Distance Only San Rafael, 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
Alexander Assaley (CRD# 5056243) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 18 years of experience in the finance industry.
Kelly Ausburn (CRD# 5857571) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 13 years of experience in the finance industry. Kelly Ausburn 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.
Evan Avery (CRD# 6665626) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 7 years of experience in the finance industry. Evan Avery 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 Bangert (CRD# 1560001) is an Investment Advisor Representative working at Mcclurg Capital Corporation in San Rafael, CA and has over 37 years of experience in the finance industry.
Jared Barnecut (CRD# 5129271) is an Investment Advisor Representative working at Stewart Wealth Management, Inc. in San Rafael, CA and has over 17 years of experience in the finance industry. Jared Barnecut 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.
Steven Bartoszewicz (CRD# 6954652) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 5 years of experience in the finance industry.
Marc Beausoleil (CRD# 5138965) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 17 years of experience in the finance industry. Marc Beausoleil 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.
John Beh (CRD# 1787942) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 30 years of experience in the finance industry.
Patrick Bell (CRD# 1718438) is an Investment Advisor Representative working at Edward Jones in San Rafael, CA and has over 17 years of experience in the finance industry.
Shannon Bennett (CRD# 4486384) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Rafael, CA and has over 20 years of experience in the finance industry.