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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
Michael Henry (CRD# 6595935) 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. Michael Henry 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.
Richard Holbrook (CRD# 2413100) is an Investment Advisor Representative working at Holbrook Global Strategies in Foster City, CA and has over 30 years of experience in the finance industry.
Dean Horwitz (CRD# 5658885) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 14 years of experience in the finance industry.
Lance Ichikawa (CRD# 1519862) is an Investment Advisor Representative working at Emerson Equity LLC in Foster City, CA and has over 34 years of experience in the finance industry.
Alexander Jack (CRD# 6734969) 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.
David Jones (CRD# 6410949) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 8 years of experience in the finance industry. David Jones 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 Jungling (CRD# 4190007) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has over 21 years of experience in the finance industry.
Brendon Kempin (CRD# 6999927) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 5 years of experience in the finance industry.
Scott Kidd (CRD# 3278031) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 24 years of experience in the finance industry. Scott Kidd 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.
David Langhals (CRD# 6396223) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has over 7 years of experience in the finance industry. David Langhals 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.