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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
Cynthia Stanford (CRD# 5383222) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 9 years of experience in the finance industry.
Mark Stevenson (CRD# 1516084) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 21 years of experience in the finance industry.
Feroz Subedar (CRD# 5227069) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 17 years of experience in the finance industry.
Nadine Terman (CRD# 5275025) is an Investment Advisor Representative working at Solstein Capital, LLC in Menlo Park, CA and has over 12 years of experience in the finance industry.
Michael Texido (CRD# 2389763) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Menlo Park, CA and has over 28 years of experience in the finance industry.
Linh Thai (CRD# 6400513) is an Investment Advisor Representative working at Edward Jones in Menlo Park, CA and has over 9 years of experience in the finance industry.
Laura Thomas (CRD# 2591461) is an Investment Advisor Representative working at International Asset Management in Menlo Park, CA and has over 27 years of experience in the finance industry.
Stanley Thomas (CRD# 2936430) is an Investment Advisor Representative working at Tiemann Investment Advisors, LLC in Menlo Park, CA and has over 20 years of experience in the finance industry.
Gordon Thompson (CRD# 1170323) is an Investment Advisor Representative working at Qex Capital Management Inc. in Menlo Park, CA and has 1 year of experience in the finance industry.
Jeff Thompson (CRD# 7023290) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 5 years of experience in the finance industry.