-
Distance Only Los Altos, CA
-
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
William Huston (CRD# 5833818) is an Investment Advisor Representative working at Bay Street Capital Holdings in Los Altos, CA and has over 5 years of experience in the finance industry.
Peter Johnson (CRD# 1435611) is an Investment Advisor Representative working at Pwjohnson Wealth & Legacy, LLC in Los Altos, CA and has over 36 years of experience in the finance industry.
Virendra Kanyal (CRD# 4739290) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 20 years of experience in the finance industry.
Daniel Kau (CRD# 1309876) 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.
Thomas Klein (CRD# 4907509) is an Investment Advisor Representative working at Thomas C. Klein And Company, LLC in Los Altos, CA and has over 22 years of experience in the finance industry.
Kirk Knight (CRD# 5741745) is an Investment Advisor Representative working at Knight And Company Wealth Advisors, LLC in Los Altos, CA and has 1 year of experience in the finance industry. Kirk Knight 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.
Brandon Kurz (CRD# 6091298) is an Investment Advisor Representative working at Diversifi Capital LLC in Los Altos, CA and has over 11 years of experience in the finance industry. Brandon Kurz 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.
Zhaohui Li (CRD# 4748599) is an Investment Advisor Representative working at Acela Capital Management, LLC in Los Altos, CA and has over 20 years of experience in the finance industry.
Gerald Lopatin (CRD# 6087798) is an Investment Advisor Representative working at Oakhurst Financial in Los Altos, CA and has over 12 years of experience in the finance industry. Gerald Lopatin 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.
Aileen Low (CRD# 4086689) is an Investment Advisor Representative working at Edward Jones in Los Altos, CA and has over 24 years of experience in the finance industry.