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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
Andrew Baker (CRD# 6207565) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 10 years of experience in the finance industry.
Matthew Baker (CRD# 6334092) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in San Diego, CA and has over 9 years of experience in the finance industry.
Matthew Balderston (CRD# 4555960) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 17 years of experience in the finance industry. Matthew Balderston 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.
Adam Baldridge (CRD# 6748815) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Diego, CA and has over 7 years of experience in the finance industry.
David Baldwin (CRD# 5066926) is an Investment Advisor Representative working at Commonwealth Financial Network in La Mesa, CA and has over 14 years of experience in the finance industry. David Baldwin 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.
Robin Ballard (CRD# 729773) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 42 years of experience in the finance industry.
Christopher Barber (CRD# 5466149) is an Investment Advisor Representative working at Commonwealth Financial Network in San Diego, CA and has over 11 years of experience in the finance industry.
John Barber (CRD# 2799248) is an Investment Advisor Representative working at Trivant Custom Portfolio Group LLC in San Diego, CA and has over 27 years of experience in the finance industry.
Howard Barker (CRD# 6918037) is an Investment Advisor Representative working at Invicta Financial Group in San Diego, CA and has over 5 years of experience in the finance industry.
Jason Barney (CRD# 3167740) is an Investment Advisor Representative working at Wealth Alliance, LLC in El Cajon, CA and has over 25 years of experience in the finance industry.