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Distance Only Irvine, 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 Baril (CRD# 2932916) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Irvine, CA and has over 24 years of experience in the finance industry. Michael Baril 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.
Michael Barrows (CRD# 2933260) is an Investment Advisor Representative working at M Stevens Wealth Advisors, LLC in Irvine, CA and has over 26 years of experience in the finance industry.
Constantine Basdakis (CRD# 1425737) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Irvine, CA and has over 38 years of experience in the finance industry.
Christopher Baum (CRD# 6146336) is an Investment Advisor Representative working at Coastal Capital Advisors in Irvine, CA and has over 11 years of experience in the finance industry.
Nicholas Bautista (CRD# 5560293) is an Investment Advisor Representative working at Clearview Wealth Management in Irvine, CA and has over 11 years of experience in the finance industry. Nicholas Bautista 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.
Shannon Beahan (CRD# 5201080) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 15 years of experience in the finance industry. Shannon Beahan 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.
Stephen Becker (CRD# 1860690) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Irvine, CA and has over 35 years of experience in the finance industry.
Haley Behm (CRD# 6674945) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Irvine, CA and has over 7 years of experience in the finance industry.
Mitchell Behm (CRD# 1494507) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Irvine, CA and has over 37 years of experience in the finance industry.
Rex Behrashi (CRD# 6036067) is an Investment Advisor Representative working at On Investment Management Co in Irvine, CA and has over 11 years of experience in the finance industry.