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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.
Julie Brim (CRD# 4357964) is an Investment Advisor Representative working at Commonwealth Financial Network in Walnut Creek, CA and has over 22 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.
B. Brose (CRD# 5517793) is a Registered Investment Advisor and Partner at Baker Brose & Mitsutome Wealth Management, LLC in Walnut Creek, CA and has over 9 years of experience in the finance industry.
Charles Brown (CRD# 5117817) is an Investment Advisor Representative working at City National Securities, Inc. in Walnut Creek, CA and has over 17 years of experience in the finance industry. Charles 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.
James Brown (CRD# 4794301) is an Investment Advisor Representative working at First Advisors National, LLC in Fairfield, CA and has over 19 years of experience in the finance industry.
Mark Brown (CRD# 1627196) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 37 years of experience in the finance industry.
Kevin Bryant (CRD# 6098122) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 9 years of experience in the finance industry.
Rachel Buchanan (CRD# 4258943) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Walnut Creek, CA and has over 22 years of experience in the finance industry.