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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
Paul Karson (CRD# 2158309) is an Investment Advisor Representative working at Lpl Financial LLC in Burlingame, CA and has over 32 years of experience in the finance industry.
Robert Keller (CRD# 2168444) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Burlingame, CA and has over 32 years of experience in the finance industry.
Blake Kim (CRD# 5888445) is an Investment Advisor Representative working at Burlingame Investment Group LLC in Burlingame, CA and has over 12 years of experience in the finance industry.
Andrew Kom (CRD# 6180862) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Burlingame, CA and has over 10 years of experience in the finance industry.
Tushar Kumar (CRD# 5703412) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors in Burlingame, CA and has over 14 years of experience in the finance industry.
Vishal Kumar (CRD# 5763449) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors in Burlingame, CA and has over 11 years of experience in the finance industry.
Lucy Kwok (CRD# 6752496) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Burlingame, CA and has over 6 years of experience in the finance industry.
Robert L'amour (CRD# 5732094) is an Investment Advisor Representative working at Guideline, Inc. in Burlingame, CA and has over 14 years of experience in the finance industry.
Matthew Lau (CRD# 6504414) is an Investment Advisor Representative working at Robertson Stephens Wealth Management, LLC in Burlingame, CA and has over 8 years of experience in the finance industry. Matthew Lau 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.
Bernard Lauper (CRD# 3122580) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Burlingame, CA and has over 25 years of experience in the finance industry.