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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
Alfred Au (CRD# 6213875) is an Investment Advisor Representative working at Compass Capital Management Group LLC in San Mateo, CA and has over 6 years of experience in the finance industry.
Walter Au (CRD# 2563044) is an Investment Advisor Representative working at Dixon Financial Services in Lafayette, CA and has over 29 years of experience in the finance industry.
James Audley (CRD# 2427000) is an Investment Advisor Representative working at Argent Wealth Advisors, LLC in Lafayette, CA and has over 30 years of experience in the finance industry.
Kathleen Augusta (CRD# 1729907) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palo Alto, CA and has over 17 years of experience in the finance industry.
Paul Austin (CRD# 5166342) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 16 years of experience in the finance industry. Paul Austin 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.
Stephen Austin (CRD# 6380544) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Walnut Creek, CA and has over 9 years of experience in the finance industry.
Robert Avey (CRD# 2605460) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Ramon, CA and has over 29 years of experience in the finance industry.
Marco Azizi (CRD# 2154719) is an Investment Advisor Representative working at Centaurus Financial, Inc. in San Jose, CA and has over 32 years of experience in the finance industry.
Jason Babcock (CRD# 3194878) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 24 years of experience in the finance industry.
John Bach (CRD# 5572625) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clara, CA and has over 15 years of experience in the finance industry.