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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
William Balentine (CRD# 4058800) is an Investment Advisor Representative working at Blackrock Fund Advisors in San Francisco, CA and has over 24 years of experience in the finance industry.
Michael Ball (CRD# 2791773) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 27 years of experience in the finance industry.
Mary Ballin (CRD# 2978336) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 25 years of experience in the finance industry. Mary Ballin 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.
Charles Ballweg (CRD# 2835534) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 27 years of experience in the finance industry. Charles Ballweg 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.
Alfredo Banuelos (CRD# 5572634) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hayward, CA and has over 14 years of experience in the finance industry.
Michelle Baran (CRD# 4555957) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Danville, CA and has over 21 years of experience in the finance industry.
Amir Barar (CRD# 3105445) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Kimberly Barentsen (CRD# 2092280) is an Investment Advisor Representative working at Independent Financial Group, LLC in Walnut Creek, CA and has over 33 years of experience in the finance industry.
John Bargmann (CRD# 2648467) is an Investment Advisor Representative working at The Pacific Center For Financial Services in San Ramon, CA and has over 28 years of experience in the finance industry.
Amy Barker (CRD# 4646830) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Amy Barker 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.