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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
Anne Atkinson (CRD# 1866664) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.
Khalid Attiga (CRD# 6212354) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Francisco, CA and has over 9 years of experience in the finance industry.
Salim Augustyn (CRD# 5629908) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in San Francisco, CA and has over 12 years of experience in the finance industry.
Kelly Ausburn (CRD# 5857571) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 13 years of experience in the finance industry. Kelly Ausburn 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.
Raquel Austin (CRD# 4317943) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 19 years of experience in the finance industry.
Evan Avery (CRD# 6665626) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 7 years of experience in the finance industry. Evan Avery 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.
Randal Avey (CRD# 1057866) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 33 years of experience in the finance industry.
Olusola Awofala (CRD# 2605349) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 28 years of experience in the finance industry.
Michael Bach (CRD# 3168845) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 20 years of experience in the finance industry.
Peter Bachalis (CRD# 5713759) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.