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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
Michael Ball (CRD# 2791773) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut Creek, CA and has over 27 years of experience in the finance industry.
Amir Barar (CRD# 3105445) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Walnut Creek, CA and has over 23 years of experience in the finance industry.
Kimberly Barentsen (CRD# 2092280) is an Investment Advisor Representative working at Independent Financial Group, LLC in Walnut Creek, CA and has over 33 years of experience in the finance industry.
John Bast (CRD# 2401564) is an Investment Advisor Representative working at Edward Jones in Sonoma, CA and has over 30 years of experience in the finance industry.
Christian Batchelder (CRD# 1002414) is an Investment Advisor Representative working at Christian Curry Batchelder, Cfp in Oakland, CA and has 1 year of experience in the finance industry. Christian Batchelder 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.
Mark Bates (CRD# 6412414) is an Investment Advisor Representative working at Adero Partners, LLC in Orinda, CA and has 1 year of experience in the finance industry. Mark Bates 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.
Austin Batista (CRD# 5849397) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Walnut Creek, CA and has over 13 years of experience in the finance industry.
Batkhuu Batjargal (CRD# 6158673) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, CA and has over 10 years of experience in the finance industry.
Caedmon Bear (CRD# 2831613) is an Investment Advisor Representative working at On The Trail Financial Planning, LLC in Walnut Creek, CA and has over 15 years of experience in the finance industry.
Kimberly Beatty (CRD# 2922774) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Walnut Creek, CA and has over 25 years of experience in the finance industry.