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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
Robert Bacon (CRD# 4466194) is an Investment Advisor Representative working at Bacon & Company in Carmel, CA and has 1 year of experience in the finance industry.
Thomas Bair (CRD# 5857983) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 13 years of experience in the finance industry.
Robert Baldacci (CRD# 3037308) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monterey, CA and has over 25 years of experience in the finance industry.
Howard Barkley (CRD# 1769999) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has over 36 years of experience in the finance industry.
Allison Barrientos (CRD# 6091252) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 11 years of experience in the finance industry. Allison Barrientos 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.
Cassandra Bartlett (CRD# 4125429) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 24 years of experience in the finance industry.
Richard Bassman (CRD# 2621920) is an Investment Advisor Representative working at Lpl Financial LLC in Carmel Valley, CA and has over 28 years of experience in the finance industry. Richard Bassman 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.
Mary Bellizzi (CRD# 4722632) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Aptos, CA and has over 20 years of experience in the finance industry.
Dorothy Belville (CRD# 718668) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monterey, CA and has over 42 years of experience in the finance industry. Dorothy Belville 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.
Patrick Bennett (CRD# 2790207) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Santa Cruz, CA and has over 27 years of experience in the finance industry.