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Distance Only Orinda, 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
Mark Vicencio (CRD# 4105009) is an Investment Advisor Representative working at Lowery Thomas, LLC in Orinda, CA and has over 23 years of experience in financial planning and investment advisory services.
Lowery Thomas, LLC focuses on investment advisory services, wealth management and comprehensive financial planning. We are professionals with expertise in financial planning, taxes and investments. Lowery Thomas has four Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm. With our firm wide expertise,...
Joanna Aiken (CRD# 2485909) is an Investment Advisor Representative working at Choreo, LLC in Orinda, CA and has over 28 years of experience in the finance industry.
Mark Bates (CRD# 6412414) is an Investment Advisor Representative working at Adero Partners, LLC in Orinda, CA and has 1 year of experience in the finance industry. Mark Bates 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.
Alexander Binnie (CRD# 2164681) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Orinda, CA and has over 32 years of experience in the finance industry. Alexander Binnie 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.
David Born (CRD# 5091845) is an Investment Advisor Representative working at Private Financial Management LLC in Orinda, CA and has over 16 years of experience in the finance industry. David Born 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.
James Boucher (CRD# 2769588) is an Investment Advisor Representative working at Wilson & Boucher Capital Management, LLC in Orinda, CA and has over 27 years of experience in the finance industry. James Boucher 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.
Michelle Bricker (CRD# 4652954) is an Investment Advisor Representative working at Lpl Financial LLC in Orinda, CA and has over 17 years of experience in the finance industry.
Anthony Cantando (CRD# 4505120) is an Investment Advisor Representative working at Crosspoint Capital Management in Orinda, CA and has over 19 years of experience in the finance industry.
David Carroll (CRD# 4077987) is an Investment Advisor Representative working at Palisade Financial in Orinda, CA and has over 23 years of experience in the finance industry.
Anthony Castelli (CRD# 4409925) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 19 years of experience in the finance industry.