-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jaime Barretta (CRD# 4711911) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 20 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.
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.
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.
Donald Benson (CRD# 5516419) is an Investment Advisor Representative working at Lpl Financial LLC in El Dorado Hills, CA and has over 15 years of experience in the finance industry.
Davis Blomquist (CRD# 6448020) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has 1 year of experience in the finance industry. Davis Blomquist 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.
Sean Borchardt (CRD# 4498256) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 22 years of experience in the finance industry.
Todd Bruns (CRD# 2717729) is an Investment Advisor Representative working at Edward Jones in Folsom, CA and has over 27 years of experience in the finance industry.