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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
Karin Alvarado (CRD# 3174177) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Napa, CA and has over 23 years of experience in the finance industry.
Bradley Alvarez (CRD# 4987816) is an Investment Advisor Representative working at Aspirean Wealth, LLC in Mill Valley, CA and has over 18 years of experience in the finance industry.
Edi Alvarez (CRD# 5411952) is an Investment Advisor Representative working at Aikapa in Corte Madera, CA and has over 16 years of experience in the finance industry. Edi Alvarez 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.
Justin Amit (CRD# 6209132) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 10 years of experience in the finance industry.
Christian Amsberry (CRD# 5350623) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Walnut Creek, CA and has over 16 years of experience in the finance industry.
Georgiana Andersen (CRD# 1929624) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 29 years of experience in the finance industry.
Stephanie Andersen (CRD# 6639235) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 7 years of experience in the finance industry.
Gregory Anderson (CRD# 2194562) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 32 years of experience in the finance industry.
Michael Anderson (CRD# 5426877) is an Investment Advisor Representative working at Avantax Advisory Services in Petaluma, CA and has over 16 years of experience in the finance industry.
Guy Annamanthodo (CRD# 5029998) is an Investment Advisor Representative working at Miller, Fleming & Associates in Sonoma, CA and has over 11 years of experience in the finance industry.