-
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
David Barson (CRD# 5503509) is an Investment Advisor Representative working at Barson Financial Planning in San Mateo, CA and has over 16 years of experience in the finance industry. David Barson 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.
Bruce Barton (CRD# 2175965) is an Investment Advisor Representative working at Parkworth Wealth Management, Inc. in Los Gatos, CA and has over 21 years of experience in the finance industry. Bruce Barton 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 Baruch (CRD# 5379835) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 15 years of experience in the finance industry.
Ajanta Basak (CRD# 5602891) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Foster City, CA and has over 15 years of experience in the finance industry.
Celeste Basuino (CRD# 1615048) is an Investment Advisor Representative working at Morgan Stanley in Palo Alto, CA and has over 31 years of experience in the finance industry.
Garrett W. Bates (CRD# 5348548) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 14 years of experience in the finance industry.
Niraj Baxi (CRD# 1197551) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Jose, CA and has over 40 years of experience in the finance industry.
Lawrence Baylosis (CRD# 6467095) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 8 years of experience in the finance industry.
Princess Gertrude Baylosis Quianzon (CRD# 6408135) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 9 years of experience in the finance industry.
Leslie Beck (CRD# 710266) is an Investment Advisor Representative working at Beck Investment Management, LLC in Palo Alto, CA and has over 43 years of experience in the finance industry. Leslie Beck 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.