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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
Eric Berquist (CRD# 6872926) is an Investment Advisor Representative working at The Colony Group, LLC in Palo Alto, CA and has over 5 years of experience in the finance industry.
Jeffrey Berry (CRD# 2320205) is an Investment Advisor Representative working at Lyell Wealth Management LP in Menlo Park, CA and has over 30 years of experience in the finance industry.
Thomas Berry (CRD# 2593132) is an Investment Advisor Representative working at Lpl Financial LLC in Campbell, CA and has over 23 years of experience in the finance industry.
Mark Berryman (CRD# 6024986) is an Investment Advisor Representative working at The Caprock Group, LLC in San Jose, CA and has over 7 years of experience in the finance industry.
Gerard Bessette (CRD# 6275024) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Palo Alto, CA and has over 9 years of experience in the finance industry.
Carlos Betancourt (CRD# 5746446) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Altos, CA and has over 14 years of experience in the finance industry.
Jeffrey Better (CRD# 1258069) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Mateo, CA and has over 34 years of experience in the finance industry.
Corey Beucus (CRD# 2280321) is an Investment Advisor Representative working at Lpl Financial LLC in Burlingame, CA and has over 31 years of experience in the finance industry.
Jane Beule (CRD# 4934778) is an Investment Advisor Representative working at Griffin Black, Inc. in Redwood City, CA and has over 19 years of experience in the finance industry. Jane Beule 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.
Manjeshwar Bhat (CRD# 5677546) is an Investment Advisor Representative working at Kane Investment Management, Inc. in Los Gatos, CA and has over 14 years of experience in the finance industry.