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Distance Only Oakland, CA
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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
Brian Baylis (CRD# 4873599) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 19 years of experience in the finance industry.
Michael Beardsley (CRD# 2546470) is an Investment Advisor Representative working at Internet Securities in Oakland, CA and has over 18 years of experience in the finance industry.
Daniel Beatty (CRD# 872161) is an Investment Advisor Representative working at Brooker Wealth Management in Oakland, CA and has 1 year of experience in the finance industry.
Forrest Bell (CRD# 5096390) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 18 years of experience in the finance industry.
James Bell (CRD# 1294700) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 30 years of experience in the finance industry. James Bell 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.
Aner Ben-Ami (CRD# 6739149) is an Investment Advisor Representative working at Candide Group in Oakland, CA and has over 7 years of experience in the finance industry.
Tiffany Blaho (CRD# 6573816) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 8 years of experience in the finance industry.
Benjamin Blake (CRD# 6691623) is an Investment Advisor Representative working at Edward Jones in Oakland, CA and has over 7 years of experience in the finance industry.
Cynthia Bloch (CRD# 4790809) is an Investment Advisor Representative working at Forusall in Oakland, CA and has over 9 years of experience in the finance industry.
Milton Boyd (CRD# 6363789) is an Investment Advisor Representative working at Bapcd, Inc. in Oakland, CA and has over 9 years of experience in the finance industry.