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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
Philip Bodine (CRD# 2423204) is an Investment Advisor Representative working at Sowell Management in Granite Bay, CA and has over 30 years of experience in the finance industry.
Maxine Bodway (CRD# 2904936) is an Investment Advisor Representative working at Primerica Advisors in Auburn, CA and has over 26 years of experience in the finance industry.
Jonathan Bolter (CRD# 1584626) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Roseville, CA and has over 37 years of experience in the finance industry.
Benjamin Bolton (CRD# 6000423) is an Investment Advisor Representative working at Edward Jones in Fair Oaks, CA and has over 12 years of experience in the finance industry.
Andrew Bondar (CRD# 2782660) is an Investment Advisor Representative working at Eagle Strategies LLC in Sacramento, CA and has over 25 years of experience in the finance industry.
Paul Booth (CRD# 1082264) is an Investment Advisor Representative working at Delta Wealth Management in Granite Bay, CA and has over 38 years of experience in the finance industry. Paul Booth 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.
Sean Borchardt (CRD# 4498256) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 22 years of experience in the finance industry.
Douglas Boring (CRD# 4610108) is an Investment Advisor Representative working at Cwm, LLC in Roseville, CA and has over 21 years of experience in the finance industry. Douglas Boring 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.
Dave Bostick (CRD# 4185164) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 21 years of experience in the finance industry.
Karen Bothe (CRD# 6230334) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 8 years of experience in the finance industry.