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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
Christian Batchelder (CRD# 1002414) is an Investment Advisor Representative working at Christian Curry Batchelder, Cfp in Oakland, CA and has 1 year of experience in the finance industry. Christian Batchelder 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.
Batkhuu Batjargal (CRD# 6158673) is an Investment Advisor Representative working at Lpl Financial LLC in Concord, CA and has over 10 years of experience in the finance industry.
Caedmon Bear (CRD# 2831613) is an Investment Advisor Representative working at On The Trail Financial Planning, LLC in Walnut Creek, CA and has over 15 years of experience in the finance industry.
William Becker (CRD# 6131583) is an Investment Advisor Representative working at Dedora Capital, Inc. in Napa, CA and has over 11 years of experience in the finance industry.
Jonathan Beer (CRD# 2208367) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 27 years of experience in the finance industry.
Andrew Bennett (CRD# 6362903) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 9 years of experience in the finance industry. Andrew Bennett 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.
Marianne Bentivegna (CRD# 2260505) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Napa, CA and has over 31 years of experience in the finance industry.
Benjamin Bergfelt (CRD# 4163266) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Napa, CA and has over 23 years of experience in the finance industry.
Stephen Besse (CRD# 2466615) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Walnut Creek, CA and has over 30 years of experience in the finance industry.
Benjamin Bimson (CRD# 4835074) is an Investment Advisor Representative working at Trek Financial in Davis, CA and has over 19 years of experience in the finance industry.