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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
Dominique Abou-Zeid (CRD# 6153090) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Francisco, CA and has over 11 years of experience in the finance industry.
Dana Aboud (CRD# 5395196) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 16 years of experience in the finance industry.
Raymond Abraham (CRD# 1073218) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Walnut Creek, CA and has over 39 years of experience in the finance industry.
Judith Abrams (CRD# 1863503) is an Investment Advisor Representative working at Fisher Investments in Walnut Creek, CA and has over 29 years of experience in the finance industry.
Antonio Accardo (CRD# 5523884) is an Investment Advisor Representative working at Mml Investors Services, LLC in Pleasanton, CA and has over 15 years of experience in the finance industry.
Frank Aceves (CRD# 2672495) is an Investment Advisor Representative working at Mariner Independent in Walnut Creek, CA and has over 28 years of experience in the finance industry. Frank Aceves 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.
Christian Ach (CRD# 4334815) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 23 years of experience in the finance industry.
Rodney Acord (CRD# 2675476) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fairfield, CA and has over 28 years of experience in the finance industry.
Greg Adams (CRD# 4178632) is an Investment Advisor Representative working at Blackrock Fund Advisors in San Francisco, CA and has over 23 years of experience in the finance industry.
Robert Agorastos (CRD# 6254130) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 9 years of experience in the finance industry. Robert Agorastos 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.