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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
Enrique Fermin (CRD# 2412021) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 30 years of experience in the finance industry. Enrique Fermin 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.
Andrea Gandolfo (CRD# 1764140) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 30 years of experience in the finance industry.
Garret Giglia (CRD# 6055782) 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.
Spencer Gordon (CRD# 6769981) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 6 years of experience in the finance industry.
Harry Guilfoyle (CRD# 6213655) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 10 years of experience in the finance industry.
Scott Gutterman (CRD# 2503328) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 28 years of experience in the finance industry.
Spencer Haly (CRD# 6715211) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 7 years of experience in the finance industry.
Michael Hannon (CRD# 5039844) is an Investment Advisor Representative working at Delta Capital Investments, LLC in Foster City, CA and has over 22 years of experience in the finance industry. Michael Hannon 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.
Eric Harrison (CRD# 5642015) 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.
Emily Hazelroth (CRD# 6249897) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has over 10 years of experience in the finance industry. Emily Hazelroth 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.