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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
Steve Aguiar (CRD# 2335990) is an Investment Advisor Representative working at Arbor Wealth Management in Walnut Creek, CA and has over 30 years of experience in the finance industry.
Nadeem Alam (CRD# 2595956) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Antioch, CA and has over 20 years of experience in the finance industry.
Ernest Alamillo (CRD# 1451613) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Walnut Creek, CA and has over 37 years of experience in the finance industry.
Thomas Alderson (CRD# 4837809) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 19 years of experience in the finance industry.
Joseph Aldridge (CRD# 1516306) is an Investment Advisor Representative working at Jla Investment Management in Oakland, CA and has over 36 years of experience in the finance industry.
Isabelle Alexander (CRD# 6529033) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Lafayette, CA and has over 8 years of experience in the finance industry. Isabelle Alexander 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.
Anthony Alfisi (CRD# 4591596) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 21 years of experience in the finance industry.
Mike Alho (CRD# 5780309) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 11 years of experience in the finance industry.
Michael Allard (CRD# 2211416) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, CA and has over 32 years of experience in the finance industry.
Bradley Allen (CRD# 3239295) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 18 years of experience in the finance industry.