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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
Matthew Banez (CRD# 5871916) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sacramento, CA and has over 11 years of experience in the finance industry.
Jeffrey Bangerter (CRD# 1687028) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Roseville, CA and has over 29 years of experience in the finance industry.
Brian Bannister (CRD# 4555526) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fair Oaks, CA and has over 21 years of experience in the finance industry.
Rodney Bannister (CRD# 1616676) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fair Oaks, CA and has over 26 years of experience in the finance industry.
Craig Barker (CRD# 2336254) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Roseville, CA and has over 30 years of experience in the finance industry. Craig Barker 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.
Rory Barney (CRD# 4124398) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sacramento, CA and has over 23 years of experience in the finance industry.
Tadd Barraclough (CRD# 2197717) is an Investment Advisor Representative working at Tcm Investment Advisers in Citrus Heights, CA and has over 32 years of experience in the finance industry.
Saxton Barrett (CRD# 4152356) is an Investment Advisor Representative working at Lpl Financial LLC in Sacramento, CA and has over 24 years of experience in the finance industry.
Jaime Barretta (CRD# 4711911) is an Investment Advisor Representative working at Lpl Financial LLC in Folsom, CA and has over 20 years of experience in the finance industry.
Louis Barrientos (CRD# 3222223) is an Investment Advisor Representative working at Fc360 Wealth Management, Inc. in Roseville, CA and has over 24 years of experience in the finance industry.