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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
Sharon Almeida (CRD# 1768103) is an Investment Advisor Representative working at Duet Advisory Services LLC in Pleasanton, CA and has over 34 years of experience in the finance industry.
Luis Almendarez (CRD# 4131189) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 23 years of experience in the finance industry.
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.
Dean Alves (CRD# 6406692) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Ramon, CA and has over 9 years of experience in the finance industry.
Ryan Amador (CRD# 4325907) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 23 years of experience in the finance industry.
Justin Amit (CRD# 6209132) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 10 years of experience in the finance industry.
Christian Amsberry (CRD# 5350623) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Walnut Creek, CA and has over 16 years of experience in the finance industry.
Georgiana Andersen (CRD# 1929624) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 29 years of experience in the finance industry.
Gregory Anderson (CRD# 2194562) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 32 years of experience in the finance industry.
Luke Andreassen (CRD# 4982008) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oakland, CA and has over 18 years of experience in the finance industry.