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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
Shelley Boyce (CRD# 1909900) is an Investment Advisor Representative working at Commonwealth Financial Network in Carlsbad, CA and has over 31 years of experience in the finance industry. Shelley Boyce 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.
Brady Boyd (CRD# 5141387) is an Investment Advisor Representative working at Coronado Investment Advisors, LLC in Carlsbad, CA and has over 17 years of experience in the finance industry. Brady Boyd 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.
Kelley Braaksma (CRD# 4399865) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Carlsbad, CA and has over 22 years of experience in the finance industry.
Jonathan Brackmann (CRD# 4075152) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 23 years of experience in the finance industry.
Aaron Bray (CRD# 4926107) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carlsbad, CA and has over 18 years of experience in the finance industry.
Eric Brelsford (CRD# 6437733) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Carlsbad, CA and has over 8 years of experience in the finance industry.
Mark Brown (CRD# 5833075) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carlsbad, CA and has over 13 years of experience in the finance industry.
John Broyles (CRD# 5870481) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Carlsbad, CA and has over 12 years of experience in the finance industry. John Broyles 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.
Mark Buckman (CRD# 1984483) is an Investment Advisor Representative working at Family Investment Management LP in Carlsbad, CA and has over 34 years of experience in the finance industry.
Brian Buehring (CRD# 2892093) is an Investment Advisor Representative working at D.a. Davidson & Company in Carlsbad, CA and has over 23 years of experience in the finance industry.