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Distance Only Foster City, CA
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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
Samuel Brumbaugh (CRD# 5985661) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 11 years of experience in the finance industry. Samuel Brumbaugh 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.
Kevin Burt (CRD# 5872828) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 11 years of experience in the finance industry.
Robert Buyers (CRD# 838295) is an Investment Advisor Representative working at Golden Gate Asset Management Gp in Foster City, CA and has over 36 years of experience in the finance industry.
Jonathan Chan (CRD# 4240840) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Foster City, CA and has over 23 years of experience in the finance industry.
Carol Chang (CRD# 5264939) is an Investment Advisor Representative working at Avantax Advisory Services in Foster City, CA and has over 17 years of experience in the finance industry.
Stacy Dauber (CRD# 5398225) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 16 years of experience in the finance industry. Stacy Dauber 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.
Glenn Davis (CRD# 1395880) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 27 years of experience in the finance industry.
Diana Dessonville (CRD# 1865178) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 30 years of experience in the finance industry.
Cynthia Duncan (CRD# 2289370) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has over 30 years of experience in the finance industry.
Michael Faust (CRD# 2412046) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 30 years of experience in the finance industry.