-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Nessa Boland (CRD# 4071921) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Tristan Bolton (CRD# 5291400) is an Investment Advisor Representative working at Mariner Independent in Lafayette, CA and has over 17 years of experience in the finance industry.
Charles Bond (CRD# 1290641) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 29 years of experience in the finance industry. Charles Bond 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.
Lyle Bonn (CRD# 717880) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 43 years of experience in the finance industry.
Jason Borman (CRD# 3230490) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lafayette, CA and has over 24 years of experience in the finance industry. Jason Borman 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.
David Born (CRD# 5091845) is an Investment Advisor Representative working at Private Financial Management LLC in Orinda, CA and has over 16 years of experience in the finance industry. David Born 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.
Christopher Bott (CRD# 5420102) is an Investment Advisor Representative working at Lpl Financial LLC in Antioch, CA and has over 16 years of experience in the finance industry.
James Boucher (CRD# 2769588) is an Investment Advisor Representative working at Wilson & Boucher Capital Management, LLC in Orinda, CA and has over 27 years of experience in the finance industry. James Boucher 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.
Robert Bowen (CRD# 2391266) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 29 years of experience in the finance industry.
Justin Boyd (CRD# 5123287) is an Investment Advisor Representative working at Principal Securities, Inc. in Concord, CA and has over 17 years of experience in the finance industry.