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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
Marci Bair (CRD# 2299995) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 31 years of experience in the finance industry. Marci Bair 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.
Marnie Baird (CRD# 6150474) is an Investment Advisor Representative working at American Money Management, LLC in Rancho Santa Fe, CA and has 1 year of experience in the finance industry. Marnie Baird 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.
Andrew Baker (CRD# 6207565) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 10 years of experience in the finance industry.
Chris Baker (CRD# 5952996) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encinitas, CA and has over 11 years of experience in the finance industry.
Matthew Baker (CRD# 6334092) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in San Diego, CA and has over 10 years of experience in the finance industry.
Steven Balaban (CRD# 1380366) is an Investment Advisor Representative working at Concorde Asset Management, LLC in San Diego, CA and has over 38 years of experience in the finance industry. Steven Balaban 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 Balatero (CRD# 5743202) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 14 years of experience in the finance industry. Michelle Balatero 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.
Matthew Balderston (CRD# 4555960) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 17 years of experience in the finance industry. Matthew Balderston 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.
Adam Baldridge (CRD# 6748815) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Diego, CA and has over 7 years of experience in the finance industry.
David Baldwin (CRD# 5066926) is an Investment Advisor Representative working at Commonwealth Financial Network in Vista, CA and has over 14 years of experience in the finance industry. David Baldwin 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.