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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
Rick Barton (CRD# 4621665) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 23 years of experience in the finance industry.
David Baskins (CRD# 704432) is an Investment Advisor Representative working at Avisen Advisors, LLC in Sacramento, CA and has over 39 years of experience in the finance industry.
David Bastoni (CRD# 2451452) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 30 years of experience in the finance industry.
Richard Baumann (CRD# 6919479) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Rhett Beal (CRD# 6414026) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 9 years of experience in the finance industry.
Brian Belcastro (CRD# 3178382) is an Investment Advisor Representative working at The $ Coach, LLC in El Dorado Hills, CA and has over 25 years of experience in the finance industry.
Sam Bellestri (CRD# 4148287) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lodi, CA and has over 22 years of experience in the finance industry.
Stephanie Bemerer (CRD# 4889061) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has 1 year of experience in the finance industry.
Dorete Ben-David (CRD# 4677966) is an Investment Advisor Representative working at Ben-david Financial Planning in Shingle Springs, CA and has 1 year of experience in the finance industry. Dorete Ben-David 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.
Paula Benjestorf (CRD# 5702027) is an Investment Advisor Representative working at Lpl Financial LLC in Lodi, CA and has over 8 years of experience in the finance industry.