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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
Jeffrey Berry (CRD# 2320205) is an Investment Advisor Representative working at Lyell Wealth Management LP in Menlo Park, CA and has over 30 years of experience in the finance industry.
Barbara Binder (CRD# 4773185) is an Investment Advisor Representative working at Bkb Financial Advisors, LLC in Menlo Park, CA and has 1 year of experience in the finance industry. Barbara Binder 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.
William Binder (CRD# 4947350) is an Investment Advisor Representative working at Bkb Financial Advisors, LLC in Menlo Park, CA and has over 19 years of experience in the finance industry.
Andrew Block (CRD# 5245244) is an Investment Advisor Representative working at Opes Wealth Management, LLC in Menlo Park, CA and has over 17 years of experience in the finance industry.
James Bossier (CRD# 1627536) is an Investment Advisor Representative working at Morgan Stanley in Menlo Park, CA and has over 36 years of experience in the finance industry. James Bossier 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.
Jason Bothwell (CRD# 4966195) is an Investment Advisor Representative working at Morgan Stanley in Menlo Park, CA and has over 18 years of experience in the finance industry.
Laura Braverman (CRD# 2046140) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in Menlo Park, CA and has over 22 years of experience in the finance industry.
Randall Brody (CRD# 5749877) is an Investment Advisor Representative working at International Asset Management in Menlo Park, CA and has over 9 years of experience in the finance industry.
Sarah Buchardt (CRD# 6285444) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 10 years of experience in the finance industry.
Christopher Burke (CRD# 6610523) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Menlo Park, CA and has over 8 years of experience in the finance industry.