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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
William Bohmer (CRD# 2632324) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Temecula, CA and has over 28 years of experience in the finance industry. William Bohmer 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.
Brian Bole (CRD# 3275044) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in San Marcos, CA and has over 15 years of experience in the finance industry.
Howard Bolotin (CRD# 2451924) is an Investment Advisor Representative working at Trilogy Capital, Inc. in San Diego, CA and has over 30 years of experience in the finance industry.
Daniele Bonafede (CRD# 6045221) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 10 years of experience in the finance industry.
Michael Bono (CRD# 4782501) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 7 years of experience in the finance industry.
Samer Bordcosh (CRD# 5116690) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carlsbad, CA and has over 17 years of experience in the finance industry.
Kent Borsch (CRD# 1550852) is an Investment Advisor Representative working at Edward Jones in Bonsall, CA and has over 25 years of experience in the finance industry.
Douglas Bowcock (CRD# 2142529) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Diego, CA and has over 32 years of experience in the finance industry.
Kevin Bowcock (CRD# 6036368) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Diego, CA and has over 12 years of experience in the finance industry. Kevin Bowcock 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.
Benjamin Bowen (CRD# 5847634) is an Investment Advisor Representative working at Edelman Financial Engines in San Diego, CA and has over 11 years of experience in the finance industry. Benjamin Bowen 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.