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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
Charles Aten (CRD# 3205620) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in San Francisco, CA and has over 24 years of experience in the finance industry.
Anne Atkinson (CRD# 1866664) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.
Janet Attard (CRD# 3128541) is an Investment Advisor Representative working at J. Oliver Maxwell, LLC in Danville, CA and has over 25 years of experience in the finance industry.
Walter Au (CRD# 2563044) is an Investment Advisor Representative working at Dixon Financial Services in Lafayette, CA and has over 29 years of experience in the finance industry.
James Audley (CRD# 2427000) is an Investment Advisor Representative working at Argent Wealth Advisors, LLC in Lafayette, CA and has over 30 years of experience in the finance industry.
Leon Augustine (CRD# 5324754) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Oakland, CA and has over 16 years of experience in the finance industry. Leon Augustine 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.
Gurvinder Aujla (CRD# 4725124) is an Investment Advisor Representative working at Avantax Advisory Services in Oakland, CA and has over 19 years of experience in the finance industry.
Paul Austin (CRD# 5166342) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 16 years of experience in the finance industry. Paul Austin 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.
Robert Avey (CRD# 2605460) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Ramon, CA and has over 28 years of experience in the finance industry.
Timothy Ayles (CRD# 5549384) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 14 years of experience in the finance industry.