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Distance Only Danville, CA
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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
Kym Zilk (CRD# 3163460) is an Investment Advisor Representative working at Fisher Investments in Danville, CA and has over 24 years of experience in the finance industry.
Amber Alguire (CRD# 6057594) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 4 years of experience in the finance industry.
Jose Bejines (CRD# 6980238) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Danville, CA and has over 5 years of experience in the finance industry.
Rajesh Bijlani (CRD# 7300035) is an Investment Advisor Representative working at Brsquared LLC in Danville, CA and has over 3 years of experience in the finance industry.
Clark Geranen (CRD# 7231929) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 3 years of experience in the finance industry.
Jared Harper (CRD# 7312471) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 2 years of experience in the finance industry.
Steven Hefter (CRD# 6333313) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 4 years of experience in the finance industry. Steven Hefter 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.
Brett Hoover (CRD# 2068822) is an Investment Advisor Representative working at Blue Investment Partners LLC in Danville, CA and has over 18 years of experience in the finance industry.
Rosalinda Kalani (CRD# 5452428) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Danville, CA and has over 7 years of experience in the finance industry.
Krassimire Kirov (CRD# 7734667) is an Investment Advisor Representative working at Mariner Wealth in Danville, CA and has 1 year of experience in the finance industry.