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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
Terry Allen (CRD# 1477937) is an Investment Advisor Representative working at The Putney Financial Group LLC in San Rafael, CA and has over 19 years of experience in the finance industry.
Richard Alpert (CRD# 4487716) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 21 years of experience in the finance industry. Richard Alpert 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.
Karin Alvarado (CRD# 3174177) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Napa, CA and has over 23 years of experience in the finance industry.
Bradley Alvarez (CRD# 4987816) is an Investment Advisor Representative working at Aspirean Wealth, LLC in Mill Valley, CA and has over 18 years of experience in the finance industry.
Edi Alvarez (CRD# 5411952) is an Investment Advisor Representative working at Aikapa in Corte Madera, CA and has over 16 years of experience in the finance industry. Edi Alvarez 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 Anderson (CRD# 2803134) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 15 years of experience in the finance industry. Robert Anderson 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.
Guy Annamanthodo (CRD# 5029998) is an Investment Advisor Representative working at Miller, Fleming & Associates in Sonoma, CA and has over 11 years of experience in the finance industry.
Richard Annunziata (CRD# 5875754) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 9 years of experience in the finance industry.
Dru Argue (CRD# 2399234) is an Investment Advisor Representative working at Wedbush Securities Inc. in Santa Rosa, CA and has over 30 years of experience in the finance industry.
Michael Ariyoshi (CRD# 2472613) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Rafael, CA and has over 29 years of experience in the finance industry.