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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
Sherry Azevedo (CRD# 2449534) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Salida, CA and has over 30 years of experience in the finance industry.
Adam Bain (CRD# 4554655) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Turlock, CA and has over 21 years of experience in the finance industry.
Joel Balam (CRD# 5137122) is an Investment Advisor Representative working at Lpl Financial LLC in Modesto, CA and has over 16 years of experience in the finance industry.
Christopher Battreall (CRD# 4089104) is an Investment Advisor Representative working at United Capital Financial Advisors in Modesto, CA and has over 23 years of experience in the finance industry. Christopher Battreall 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.
Vicki Bayley (CRD# 2607884) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Modesto, CA and has over 25 years of experience in the finance industry.
David Beach (CRD# 2512686) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Modesto, CA and has over 29 years of experience in the finance industry.
Kevin Berger (CRD# 2618858) is an Investment Advisor Representative working at Berger Asset Management, Inc. in Turlock, CA and has over 28 years of experience in the finance industry.
Stephen Blakeley (CRD# 5296629) is an Investment Advisor Representative working at Edward Jones in Modesto, CA and has over 16 years of experience in the finance industry.
Timothy Bloemhof (CRD# 4140717) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Ripon, CA and has over 23 years of experience in the finance industry. Timothy Bloemhof 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.
Gary Blom (CRD# 4281554) is an Investment Advisor Representative working at Blom & Howell Financial Planning, Inc. in Modesto, CA and has over 23 years of experience in the finance industry.