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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
William Breault (CRD# 6338447) is an Investment Advisor Representative working at Commonwealth Financial Network in San Diego, CA and has over 7 years of experience in the finance industry.
Courtney Breen (CRD# 6809716) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, CA and has over 5 years of experience in the finance industry.
Matthew Bregozzo (CRD# 5881295) is an Investment Advisor Representative working at Avantax Advisory Services in San Diego, CA and has over 12 years of experience in the finance industry.
Brian Brennan (CRD# 5964207) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 12 years of experience in the finance industry. Brian Brennan 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.
David Bretz (CRD# 3175043) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 25 years of experience in the finance industry. David Bretz 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.
Dennis Brewster (CRD# 1089873) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Diego, CA and has over 31 years of experience in the finance industry.
Patricia Bribiesca (CRD# 4288552) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 23 years of experience in the finance industry.
Michaela Brickley (CRD# 5485235) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 9 years of experience in the finance industry.
Casey Broach (CRD# 4731305) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Diego, CA and has over 20 years of experience in the finance industry. Casey Broach 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.
Julie Broady (CRD# 3053800) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 25 years of experience in the finance industry.