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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
Frank Aceves (CRD# 2672495) is an Investment Advisor Representative working at Mariner Independent in Walnut Creek, CA and has over 28 years of experience in the finance industry. Frank Aceves 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.
Rodney Acord (CRD# 2675476) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fairfield, CA and has over 28 years of experience in the finance industry.
Justin Adams (CRD# 4061665) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Rafael, CA and has over 24 years of experience in the finance industry.
Geoffrey Aden (CRD# 2169633) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Novato, CA and has over 32 years of experience in the finance industry.
James Agrusa (CRD# 4382020) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pleasant Hill, CA and has over 22 years of experience in the finance industry.
Ryan Aguiar (CRD# 7034092) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 5 years of experience in the finance industry.
Steve Aguiar (CRD# 2335990) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 30 years of experience in the finance industry.
Joseph Aiello (CRD# 1624046) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 37 years of experience in the finance industry.
Joanna Aiken (CRD# 2485909) is an Investment Advisor Representative working at Choreo, LLC in Orinda, CA and has over 28 years of experience in the finance industry.
Nadeem Alam (CRD# 2595956) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bay Point, CA and has over 20 years of experience in the finance industry.