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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
Riley Barr (CRD# 5992701) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 10 years of experience in the finance industry. Riley Barr 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.
Nancy Barrett (CRD# 2093218) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 33 years of experience in the finance industry.
Edwin Barretto (CRD# 1708772) is an Investment Advisor Representative working at Delta Investment Management, LLC in San Francisco, CA and has over 34 years of experience in the finance industry.
Julio Barrientos (CRD# 5959384) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Francisco, CA and has over 8 years of experience in the finance industry.
Kerstin Barstad (CRD# 5676186) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 12 years of experience in the finance industry.
Ali Bastani (CRD# 3107724) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 25 years of experience in the finance industry.
Brian Batt (CRD# 2226520) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Francisco, CA and has over 31 years of experience in the finance industry.
David Bauer (CRD# 6299104) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 9 years of experience in the finance industry.
Steven Baughman (CRD# 5234219) is an Investment Advisor Representative working at Divisar Capital Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Andrew Baumgartner (CRD# 5328325) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 13 years of experience in the finance industry.