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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 Baker (CRD# 6334092) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in San Diego, CA and has over 9 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.
Frank Baldwin (CRD# 1415901) is an Investment Advisor Representative working at Ubs Financial Services Inc. in La Jolla, CA and has over 37 years of experience in the finance industry.
Robin Ballard (CRD# 729773) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 42 years of experience in the finance industry.
Christa Ballew (CRD# 5329125) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 16 years of experience in the finance industry.
Michael Balster (CRD# 5007907) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 18 years of experience in the finance industry.
Daniel Barba (CRD# 1348124) is an Investment Advisor Representative working at Private Portfolio Of San Diego in La Jolla, CA and has over 25 years of experience in the finance industry.