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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
Bradley Larson (CRD# 6528277) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 8 years of experience in the finance industry.
Austin Lastinger (CRD# 6744336) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 7 years of experience in the finance industry. Austin Lastinger 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.
Alexander Leitzes (CRD# 6169097) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has over 10 years of experience in the finance industry.
Eric Leve (CRD# 1765470) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 23 years of experience in the finance industry.
Musetta Li (CRD# 3234478) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Foster City, CA and has over 24 years of experience in the finance industry. Musetta Li 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.
Ian Linford (CRD# 5965494) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 12 years of experience in the finance industry.
Kevin Lonergan (CRD# 1921788) is an Investment Advisor Representative working at Lpl Financial LLC in Foster City, CA and has over 27 years of experience in the finance industry.
Pooja Malik (CRD# 4558007) is an Investment Advisor Representative working at Nipun Capital, LP in Foster City, CA and has over 21 years of experience in the finance industry.
Jonathan Manchester (CRD# 4622751) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 23 years of experience in the finance industry. Jonathan Manchester 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.
Francois Marcoux (CRD# 2942240) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 21 years of experience in the finance industry.