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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
Samer Bordcosh (CRD# 5116690) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carlsbad, CA and has over 17 years of experience in the finance industry.
Kent Borsch (CRD# 1550852) is an Investment Advisor Representative working at Edward Jones in Bonsall, CA and has over 25 years of experience in the finance industry.
Ryan Boudreau (CRD# 4426384) is an Investment Advisor Representative working at Gwn Securities Inc. in Foot Hill Ranch, CA and has over 22 years of experience in the finance industry.
Douglas Bowcock (CRD# 2142529) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Diego, CA and has over 32 years of experience in the finance industry.
Kevin Bowcock (CRD# 6036368) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Diego, CA and has over 12 years of experience in the finance industry. Kevin Bowcock 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.
Aaron Bowring (CRD# 6509717) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mission Viejo, CA and has over 7 years of experience in the finance industry.
Walter Bowser (CRD# 5445150) is an Investment Advisor Representative working at Edward Jones in Encinitas, CA and has over 16 years of experience in the finance industry.
Shelley Boyce (CRD# 1909900) is an Investment Advisor Representative working at Commonwealth Financial Network in Carlsbad, CA and has over 31 years of experience in the finance industry. Shelley Boyce 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.
Brady Boyd (CRD# 5141387) is an Investment Advisor Representative working at Coronado Investment Advisors, LLC in Carlsbad, CA and has over 17 years of experience in the finance industry. Brady Boyd 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.
Kelley Braaksma (CRD# 4399865) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Carlsbad, CA and has over 23 years of experience in the finance industry.