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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
Haitham Ashoo (CRD# 1741558) is an Investment Advisor Representative working at Pillar Wealth Management, LLC in Delray Beach, FL and has over 36 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.
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.
Craig Bacharach (CRD# 1377465) is an Investment Advisor Representative working at Wells Fargo Advisors in Alamo, CA and has over 37 years of experience in the finance industry.
Kevin Bacharach (CRD# 5828027) is an Investment Advisor Representative working at Wells Fargo Advisors in Walnut Creek, CA and has over 13 years of experience in the finance industry.
Farshid Bahramipour (CRD# 2358335) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 30 years of experience in the finance industry.
Jerome Baird (CRD# 2674119) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 28 years of experience in the finance industry.
Michael Baird (CRD# 5934417) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Walnut Creek, CA and has over 12 years of experience in the finance industry.
Ryan Baker (CRD# 4732504) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 20 years of experience in the finance industry.