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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
Kyle Broin (CRD# 6196136) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Healdsburg, CA and has over 8 years of experience in the finance industry.
David Brown (CRD# 2238374) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Rosa, CA and has over 31 years of experience in the finance industry. David Brown 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.
Erick Brown (CRD# 5991609) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Rosa, CA and has over 11 years of experience in the finance industry. Erick Brown 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.
Tiffany Brown (CRD# 6747021) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 6 years of experience in the finance industry.
Brandon Bucheister (CRD# 7046205) is an Investment Advisor Representative working at North Coast Asset Management, Inc. in Windsor, CA and has over 5 years of experience in the finance industry.
James Bucheister (CRD# 4721224) is an Investment Advisor Representative working at North Coast Asset Management, Inc. in Windsor, CA and has over 24 years of experience in the finance industry.
Cynthia Buckman (CRD# 2061822) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Santa Rosa, CA and has over 33 years of experience in the finance industry.
Eric Bunker (CRD# 838539) is an Investment Advisor Representative working at Benedetti, Gucer & Associates in Penngrove, CA and has over 33 years of experience in the finance industry.
Erin Burke (CRD# 4741512) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sonoma, CA and has over 19 years of experience in the finance industry.
James Busterud (CRD# 3126158) is an Investment Advisor Representative working at Jack Point Advisors, LLC in Novato, CA and has over 25 years of experience in the finance industry. James Busterud 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.