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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
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.
Niraj Baxi (CRD# 1197551) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Jose, CA and has over 40 years of experience in the finance industry.
Lawrence Baylosis (CRD# 6467095) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 8 years of experience in the finance industry.
Princess Gertrude Baylosis Quianzon (CRD# 6408135) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pleasanton, CA and has over 9 years of experience in the finance industry.
John Beasley (CRD# 6274733) is an Investment Advisor Representative working at Lighthaven Capital Management LLC in San Francisco, CA and has over 10 years of experience in the finance industry.
Daniel Beatty (CRD# 872161) is an Investment Advisor Representative working at Brooker Wealth Management in Oakland, CA and has 1 year of experience in the finance industry.
Leslie Beck (CRD# 710266) is an Investment Advisor Representative working at Beck Investment Management, LLC in Palo Alto, CA and has over 43 years of experience in the finance industry. Leslie Beck 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.
Linda Beck (CRD# 2413029) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 30 years of experience in the finance industry.
Milind Bedekar (CRD# 2679053) is an Investment Advisor Representative working at Technovision Management LLC in Saratoga, CA and has over 27 years of experience in the finance industry.
Anne Bedell (CRD# 1064233) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Jose, CA and has over 23 years of experience in the finance industry.