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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
Thomas Berry (CRD# 2593132) is an Investment Advisor Representative working at Lpl Financial LLC in Campbell, CA and has over 23 years of experience in the finance industry.
Mark Berryman (CRD# 6024986) is an Investment Advisor Representative working at The Caprock Group, LLC in San Jose, CA and has over 6 years of experience in the finance industry.
Carlos Betancourt (CRD# 5746446) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Altos, CA and has over 14 years of experience in the finance industry.
Manjeshwar Bhat (CRD# 5677546) is an Investment Advisor Representative working at Kane Investment Management, Inc. in Los Gatos, CA and has over 14 years of experience in the finance industry.
Kapil Bhatnagar (CRD# 2343123) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Cupertino, CA and has over 30 years of experience in the finance industry.
Christina Biagi (CRD# 5787093) is an Investment Advisor Representative working at Edward Jones in San Jose, CA and has over 13 years of experience in the finance industry.
Martin Bicker (CRD# 5597861) is an Investment Advisor Representative working at Waverley Wealth Management LLC in Mountain View, CA and has over 15 years of experience in the finance industry.
Frank Bisceglia (CRD# 846964) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Jose, CA and has over 43 years of experience in the finance industry.
Thomas J. Bisceglia (CRD# 5662083) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Jose, CA and has over 14 years of experience in the finance industry.
James Bizzack (CRD# 1356619) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Cruz, CA and has over 29 years of experience in the finance industry. James Bizzack 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.