-
Distance Metro area (25 miles)
-
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
Rachel Abdel-Hamid (CRD# 5204248) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 15 years of experience in the finance industry.
Bradley Alvarez (CRD# 4987816) is an Investment Advisor Representative working at Aspirean Wealth, LLC in Mill Valley, CA and has over 18 years of experience in the finance industry.
Griffin Barash (CRD# 5155858) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mill Valley, CA and has over 17 years of experience in the finance industry.
Tucker Barash (CRD# 5196753) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mill Valley, CA and has over 17 years of experience in the finance industry.
Michael Beck (CRD# 6954011) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mill Valley, CA and has over 5 years of experience in the finance industry.
Sheri Benjamin (CRD# 2041714) is an Investment Advisor Representative working at Lpl Financial LLC in Mill Valley, CA and has over 33 years of experience in the finance industry.
Boriss Bikosvili (CRD# 6065130) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 11 years of experience in the finance industry.
Alexander Boeri (CRD# 6955760) is an Investment Advisor Representative working at Miller Avenue Advisors LLC in Mill Valley, CA and has over 5 years of experience in the finance industry. Alexander Boeri 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.
Frederick Borden (CRD# 853425) is an Investment Advisor Representative working at On Keel Capital in Mill Valley, CA and has over 16 years of experience in the finance industry. Frederick Borden 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.
Charles Bowes (CRD# 4804519) is an Investment Advisor Representative working at Waypoint Wealth Partners in Mill Valley, CA and has over 19 years of experience in the finance industry. Charles Bowes 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.