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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
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.
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.
Michael Aguado (CRD# 4402740) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in San Ramon, CA and has over 22 years of experience in the finance industry.
Monu Ahluwalia (CRD# 4913226) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pleasanton, CA and has over 18 years of experience in the finance industry.
Nadeem Alam (CRD# 2595956) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Antioch, CA and has over 20 years of experience in the finance industry.
Ernest Alamillo (CRD# 1451613) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Walnut Creek, CA and has over 37 years of experience in the finance industry.
Allan Alcayde (CRD# 1879878) is an Investment Advisor Representative working at Lpl Financial LLC in Pleasanton, CA and has over 26 years of experience in the finance industry.
Thomas Alderson (CRD# 4837809) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 19 years of experience in the finance industry.
Joseph Aldridge (CRD# 1516306) is an Investment Advisor Representative working at Jla Investment Management in Oakland, CA and has over 36 years of experience in the finance industry.
Kent Alexander (CRD# 5562573) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 15 years of experience in the finance industry.