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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
Jeffrey Barling (CRD# 4292041) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Vacaville, CA and has over 23 years of experience in the finance industry.
James Bassett (CRD# 6721155) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Ramon, CA and has over 7 years of experience in the finance industry.
Richard Bassett (CRD# 5118387) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasanton, CA and has over 18 years of experience in the finance industry.
Christian Batchelder (CRD# 1002414) is an Investment Advisor Representative working at Christian Curry Batchelder, Cfp in Oakland, CA and has 1 year of experience in the finance industry. Christian Batchelder 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.
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.
Austin Batista (CRD# 5849397) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Walnut Creek, CA and has over 13 years of experience in the finance industry.
Batkhuu Batjargal (CRD# 6158673) is an Investment Advisor Representative working at Lpl Financial LLC in Concord, CA and has over 11 years of experience in the finance industry.
Kevin Batstone (CRD# 5833464) is an Investment Advisor Representative working at Baybridge Capital Group, LLC in Pleasanton, CA and has over 13 years of experience in the finance industry. Kevin Batstone 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.
Donavin Bausley (CRD# 2871219) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Danville, CA and has over 7 years of experience in the finance industry.
Patricia Baxter (CRD# 1060996) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Oakland, CA and has over 7 years of experience in the finance industry.