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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
Mitchell Bortolotto (CRD# 6208516) is an Investment Advisor Representative working at Equitable Advisors, LLC in San Rafael, CA and has over 9 years of experience in the finance industry.
David Boydell (CRD# 1817613) is an Investment Advisor Representative working at Mutual Advisors, LLC in Sonoma, CA and has over 30 years of experience in the finance industry. David Boydell 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.
Lauren Boyes (CRD# 6001568) is an Investment Advisor Representative working at Abacus Wealth Partners in Sebastopol, CA and has over 7 years of experience in the finance industry.
David Bradshaw (CRD# 6100447) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 11 years of experience in the finance industry.
Raymond Bramer (CRD# 28691) is an Investment Advisor Representative working at Arbor Point Advisors in Santa Rosa, CA and has over 36 years of experience in the finance industry.
Gary Bramon (CRD# 28710) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 25 years of experience in the finance industry.
T. Branton (CRD# 5537359) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has over 15 years of experience in the finance industry. T. Branton 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.
Randolph Breaux (CRD# 2408889) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bodega Bay, CA and has over 30 years of experience in the finance industry.
Patrick Brennan (CRD# 3103562) is an Investment Advisor Representative working at Brennan Asset Management in Napa, CA and has over 24 years of experience in the finance industry.