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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
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.
Louis Batmale (CRD# 4072017) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 24 years of experience in the finance industry.
John Baughman (CRD# 2250204) is an Investment Advisor Representative working at Baughman Financial Group in Novato, CA and has over 31 years of experience in the finance industry.
John Baxman (CRD# 2881592) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 27 years of experience in the finance industry. John Baxman 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.
Marc Beausoleil (CRD# 5138965) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 17 years of experience in the finance industry. Marc Beausoleil 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.
Michael Beck (CRD# 6954011) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mill Valley, CA and has over 5 years of experience in the finance industry.
Thomas Beck (CRD# 2613804) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 28 years of experience in the finance industry.
William Becker (CRD# 6131583) is an Investment Advisor Representative working at Dedora Capital, Inc. in Napa, CA and has over 11 years of experience in the finance industry.
Noah Beecher (CRD# 5726886) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Santa Rosa, CA and has over 9 years of experience in the finance industry.
John Beh (CRD# 1787942) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 30 years of experience in the finance industry.