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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
Rickey Bowen (CRD# 2837377) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Jose, CA and has over 27 years of experience in the finance industry.
Robert Boyd (CRD# 2329701) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 30 years of experience in the finance industry.
Peter Bradshaw (CRD# 6997508) is an Investment Advisor Representative working at Harper Investing in Santa Clara, CA and has over 5 years of experience in the finance industry.
Jason Braley (CRD# 4898564) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Capitola, CA and has over 17 years of experience in the finance industry. Jason Braley 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.
Aaron Brandt (CRD# 5716231) is an Investment Advisor Representative working at Edward Jones in Felton, CA and has over 14 years of experience in the finance industry.
Donna Brandt (CRD# 4576031) is an Investment Advisor Representative working at Primerica Advisors in San Jose, CA and has over 21 years of experience in the finance industry.
Diana Brenneise (CRD# 5434819) is an Investment Advisor Representative working at Edward Jones in Watsonville, CA and has over 6 years of experience in the finance industry.
Harvey Bresler (CRD# 6699983) is an Investment Advisor Representative working at Pwjohnson Wealth & Legacy, LLC in Los Altos, CA and has over 7 years of experience in the finance industry.
Trevor Bright (CRD# 4254023) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Campbell, CA and has over 17 years of experience in the finance industry.
Brian Brightbill (CRD# 5004543) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Jose, CA and has over 18 years of experience in the finance industry.