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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
Michael Allard (CRD# 2211416) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 32 years of experience in the finance industry.
Bradley Allen (CRD# 3239295) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 18 years of experience in the finance industry.
David Allen (CRD# 5294586) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Walnut Creek, CA and has over 15 years of experience in the finance industry. David Allen 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.
Dawn Allen (CRD# 4181116) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 20 years of experience in the finance industry.
Mary Allen (CRD# 1498096) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Walnut Creek, CA and has over 27 years of experience in the finance industry. Mary Allen 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.
Sharon Almeida (CRD# 1768103) is an Investment Advisor Representative working at Duet Advisory Services LLC in Pleasanton, CA and has over 34 years of experience in the finance industry.
Luis Almendarez (CRD# 4131189) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 24 years of experience in the finance industry.
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.
Dean Alves (CRD# 6406692) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Ramon, CA and has over 9 years of experience in the finance industry.
Ryan Amador (CRD# 4325907) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 23 years of experience in the finance industry.