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Distance Metro area (25 miles)
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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
Scott Belshaw (CRD# 5089289) is an Investment Advisor Representative working at Lpl Financial LLC in Fremont, CA and has over 12 years of experience in the finance industry.
Charlene Burkhardt (CRD# 2935854) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Fremont, CA and has over 26 years of experience in the finance industry.
Edward Caron (CRD# 6591864) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fremont, CA and has over 8 years of experience in the finance industry.
Kher Jin Chai (CRD# 5919056) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 9 years of experience in the finance industry.
Elly Chan (CRD# 1666063) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fremont, CA and has over 21 years of experience in the finance industry.
Wai Chan (CRD# 4795988) is an Investment Advisor Representative working at Eagle Strategies LLC in Fremont, CA and has over 19 years of experience in the finance industry. Wai Chan 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 Chang (CRD# 6463462) is an Investment Advisor Representative working at Lw Pacific Investments LLC in Fremont, CA and has over 10 years of experience in the finance industry.
David Chang (CRD# 4879885) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fremont, CA and has over 19 years of experience in the finance industry.
Howard Chen (CRD# 2105227) is an Investment Advisor Representative working at Parah Capital Management, LLC in Fremont, CA and has over 33 years of experience in the finance industry.
Gary Cheng (CRD# 6249327) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 10 years of experience in the finance industry.