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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
Marc Bregman (CRD# 3277747) is an Investment Advisor Representative working at Park Avenue Securities LLC in Lodi, CA and has over 24 years of experience in the finance industry.
Tim Brockway (CRD# 2837923) is an Investment Advisor Representative working at Riverpath Investments LLC in Sacramento, CA and has over 25 years of experience in the finance industry.
Gale Brodie (CRD# 1318619) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Elk Grove, CA and has over 39 years of experience in the finance industry.
Kelly Brothers (CRD# 4687790) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 20 years of experience in the finance industry. Kelly Brothers 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 Brown (CRD# 4784434) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 20 years of experience in the finance industry. Alexander Brown 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.
Christopher Brown (CRD# 2426851) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 30 years of experience in the finance industry.
Kenneth Brown (CRD# 1014957) is an Investment Advisor Representative working at Avisen Advisors, LLC in Sacramento, CA and has over 38 years of experience in the finance industry.
Philip Bru (CRD# 6758258) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Sacramento, CA and has over 6 years of experience in the finance industry.
Bryan Buchert (CRD# 6313198) is an Investment Advisor Representative working at Kera Capital Partners in Sacramento, CA and has over 9 years of experience in the finance industry. Bryan Buchert 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.
Lon Burford (CRD# 713516) is an Investment Advisor Representative working at Captrust in Sacramento, CA and has over 38 years of experience in the finance industry. Lon Burford 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.