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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
Byron Ruby (CRD# 7703859) is an Investment Advisor Representative working at Firn Advisors LLC in Oakland, CA and has 1 year of experience in the finance industry.
Alejandro Segura (CRD# 7199285) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 3 years of experience in the finance industry.
Amie Shapiro (CRD# 7261476) is an Investment Advisor Representative working at Lula Financial in Oakland, CA and has over 3 years of experience in the finance industry.
Gregory Sidebottom (CRD# 7667173) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has 1 year of experience in the finance industry.
Glenn Tom (CRD# 3128150) is an Investment Advisor Representative working at Personal Best Financial LLC in Oakland, CA and has 1 year of experience in the finance industry.
Michael Welch (CRD# 7513979) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Oakland, CA and has 1 year of experience in the finance industry.
Robert Welch (CRD# 6463903) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Oakland, CA and has 1 year of experience in the finance industry.
Rocky Yip (CRD# 6790405) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fremont, CA and has over 6 years of experience in the finance industry.
Sherwood Yuen (CRD# 4438121) is an Investment Advisor Representative working at Vanguard Personalized Indexing Management in Oakland, CA and has over 21 years of experience in the finance industry.
Theodore Lew (CRD# 3262592) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 15 years of experience in the finance industry. Theodore Lew 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.