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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
Timothy Bachmann (CRD# 2365069) is an Investment Advisor Representative working at Concourse Financial Group Advisors in San Anselmo, CA and has over 30 years of experience in the finance industry.
Jay Backstrand (CRD# 5491736) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Francisco, CA and has over 15 years of experience in the finance industry.
Kylee Badger (CRD# 6513038) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.
Sue Badgley (CRD# 1420644) is an Investment Advisor Representative working at Rockefeller Capital Management in San Francisco, CA and has over 32 years of experience in the finance industry.
James Baer (CRD# 1749788) is an Investment Advisor Representative working at Osborne Partners in San Francisco, CA and has over 34 years of experience in the finance industry.
Sheetal Bagde (CRD# 6296533) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 10 years of experience in the finance industry. Sheetal Bagde 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.
Guneet Bains-Ajmani (CRD# 4287062) is an Investment Advisor Representative working at Lpl Financial LLC in Benicia, CA and has over 23 years of experience in the finance industry.
Usman Bajwa (CRD# 5461947) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 15 years of experience in the finance industry.
Aaron Baker (CRD# 4388969) is an Investment Advisor Representative working at Baker & Associates Registered Investment Advisors, LLC in San Leandro, CA and has over 21 years of experience in the finance industry.
Bret Baker (CRD# 4251844) 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.