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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
Janet Attard (CRD# 3128541) is an Investment Advisor Representative working at J. Oliver Maxwell, LLC in Danville, CA and has over 25 years of experience in the finance industry.
Walter Au (CRD# 2563044) is an Investment Advisor Representative working at Dixon Financial Services in Lafayette, CA and has over 29 years of experience in the finance industry.
James Audley (CRD# 2427000) is an Investment Advisor Representative working at Argent Wealth Advisors, LLC in Lafayette, CA and has over 30 years of experience in the finance industry.
Paul Austin (CRD# 5166342) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 16 years of experience in the finance industry. Paul Austin 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.
Robert Avey (CRD# 2605460) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Ramon, CA and has over 28 years of experience in the finance industry.
Mark Baca (CRD# 1455005) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 26 years of experience in the finance industry.
Craig Bacharach (CRD# 1377465) is an Investment Advisor Representative working at Wells Fargo Advisors in Alamo, CA and has over 37 years of experience in the finance industry.
Kevin Bacharach (CRD# 5828027) is an Investment Advisor Representative working at Wells Fargo Advisors in Walnut Creek, CA and has over 13 years of experience in the finance industry.
Adam Bagherian (CRD# 5021825) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 12 years of experience in the finance industry. Adam Bagherian 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.
Farshid Bahramipour (CRD# 2358335) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 30 years of experience in the finance industry.