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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
Doak Belt (CRD# 2975913) is an Investment Advisor Representative working at Namcoa in La Jolla, CA and has over 26 years of experience in the finance industry.
Luis Beltran (CRD# 5662752) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in La Jolla, CA and has over 14 years of experience in the finance industry.
Tarik Benchabane (CRD# 5858537) is an Investment Advisor Representative working at Morgan Stanley in La Jolla, CA and has over 6 years of experience in the finance industry.
Rhonda Berger (CRD# 1721937) is an Investment Advisor Representative working at Brandes Investment Partners, LP in La Jolla, CA and has over 35 years of experience in the finance industry.
Michael Bernier (CRD# 4804721) is an Investment Advisor Representative working at Canter Wealth in La Jolla, CA and has over 19 years of experience in the finance industry. Michael Bernier 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.
Fred Berry (CRD# 2614760) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 28 years of experience in the finance industry.
Brian Blair (CRD# 3248286) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in La Jolla, CA and has over 18 years of experience in the finance industry.
Garrett Bleakley (CRD# 4678259) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in La Jolla, CA and has over 18 years of experience in the finance industry.
Christopher Bostick (CRD# 6020453) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in La Jolla, CA and has over 12 years of experience in the finance industry.
Patricia Bothmer (CRD# 2283037) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in La Jolla, CA and has over 31 years of experience in the finance industry.