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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
Milton Balbuena (CRD# 2922485) is an Investment Advisor Representative working at Blue Hall Capital in Napa, CA and has over 17 years of experience in the finance industry.
Michael Ball (CRD# 2791773) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 27 years of experience in the finance industry.
Russell Ballew (CRD# 5207540) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tracy, CA and has over 17 years of experience in the finance industry.
Charles Ballweg (CRD# 2835534) is an Investment Advisor Representative working at Prosperity Financial Group, Inc. in San Ramon, CA and has over 27 years of experience in the finance industry. Charles Ballweg 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.
Michelle Baran (CRD# 4555957) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Danville, CA and has over 21 years of experience in the finance industry.
Amir Barar (CRD# 3105445) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Kimberly Barentsen (CRD# 2092280) is an Investment Advisor Representative working at Independent Financial Group, LLC in Walnut Creek, CA and has over 33 years of experience in the finance industry.
John Bargmann (CRD# 2648467) is an Investment Advisor Representative working at The Pacific Center For Financial Services in San Ramon, CA and has over 28 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 17 years of experience in the finance industry.