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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
Paula Allen (CRD# 4306502) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 20 years of experience in the finance industry.
Kimberly Allred (CRD# 3106938) is an Investment Advisor Representative working at Familywealth in Palo Alto, CA and has over 23 years of experience in the finance industry.
Nicholas Almasov (CRD# 6492738) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Los Gatos, CA and has over 8 years of experience in the finance industry.
Sharon Almeida (CRD# 1768103) is an Investment Advisor Representative working at Duet Advisory Services LLC in Pleasanton, CA and has over 34 years of experience in the finance industry.
Revital Alon (CRD# 2106361) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Redwood City, CA and has over 21 years of experience in the finance industry.
Hooman Altafi (CRD# 2165578) is an Investment Advisor Representative working at Alta Financial Group in Campbell, CA and has over 16 years of experience in the finance industry.
David Amann (CRD# 4665018) is an Investment Advisor Representative working at Edward Jones in Redwood City, CA and has over 20 years of experience in the finance industry.
Kuldip Ambastha (CRD# 4681593) is an Investment Advisor Representative working at Ambastha Financial LLC in Mountain View, CA and has over 5 years of experience in the finance industry.
Miles Amodeo (CRD# 6846796) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 6 years of experience in the finance industry. Miles Amodeo 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 Anderson (CRD# 2800038) is an Investment Advisor Representative working at Fisher Investments in Woodside, CA and has over 26 years of experience in the finance industry.