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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
Kevin Lyle (CRD# 7160317) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 4 years of experience in the finance industry.
John Maclean (CRD# 7578740) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.
John McCourt (CRD# 7412132) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 2 years of experience in the finance industry.
John Micek (CRD# 4438532) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 13 years of experience in the finance industry.
Louise Model (CRD# 1219614) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 31 years of experience in the finance industry.
Jacob Oser (CRD# 7682385) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.
Lisa Ozaki (CRD# 7824379) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has 1 year of experience in the finance industry. Lisa Ozaki 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.
John Ratliffe (CRD# 7681695) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.
Charles Royals (CRD# 7084774) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 2 years of experience in the finance industry.
Jeffrey Sawin (CRD# 6362584) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 8 years of experience in the finance industry.