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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
Howard Barkley (CRD# 1769999) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has over 36 years of experience in the finance industry.
Allison Barrientos (CRD# 6091252) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 11 years of experience in the finance industry. Allison Barrientos 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.
Cassandra Bartlett (CRD# 4125429) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 24 years of experience in the finance industry.
Richard Bassman (CRD# 2621920) is an Investment Advisor Representative working at Lpl Financial LLC in Carmel Valley, CA and has over 28 years of experience in the finance industry. Richard Bassman 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.
Dorothy Belville (CRD# 718668) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monterey, CA and has over 42 years of experience in the finance industry. Dorothy Belville 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 Bishop (CRD# 6767815) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monterey, CA and has over 6 years of experience in the finance industry.
Alexander Black (CRD# 6131204) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 10 years of experience in the finance industry. Alexander Black 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.
Robert Bleeck (CRD# 4615003) is an Investment Advisor Representative working at Bleeck Financial Management, Inc. in Carmel, CA and has 1 year of experience in the finance industry.
Anand Bokde (CRD# 6194161) is an Investment Advisor Representative working at Edward Jones in Pacific Grove, CA and has over 10 years of experience in the finance industry.
Javier Bolante (CRD# 5516429) is an Investment Advisor Representative working at Edward Jones in Carmel, CA and has over 15 years of experience in the finance industry.