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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
Alphonse Alexandre (CRD# 2442932) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 17 years of experience in the finance industry.
Richard Alpert (CRD# 4487716) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 21 years of experience in the finance industry. Richard Alpert 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.
Margaret Ash (CRD# 5794228) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 13 years of experience in the finance industry.
Kevin Bartel (CRD# 5691133) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 11 years of experience in the finance industry.
John Baxman (CRD# 2881592) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 26 years of experience in the finance industry. John Baxman 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.
Thomas Beck (CRD# 2613804) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 28 years of experience in the finance industry.
Rachel Bekowich (CRD# 6856247) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 6 years of experience in the finance industry.
Patrick Beresh (CRD# 3113695) is an Investment Advisor Representative working at Pmb Advisors in Larkspur, CA and has over 24 years of experience in the finance industry.
Mark Bourguignon (CRD# 2973310) is an Investment Advisor Representative working at Proprietor Wealth Management Inc. in Larkspur, CA and has over 8 years of experience in the finance industry.
Michael Bristow (CRD# 3182862) is an Investment Advisor Representative working at Tamalpais Asset Management in Larkspur, CA and has over 18 years of experience in the finance industry.