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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
Dorete Ben-David (CRD# 4677966) is an Investment Advisor Representative working at Ben-david Financial Planning in Shingle Springs, CA and has 1 year of experience in the finance industry. Dorete Ben-David 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.
Donald Benson (CRD# 5516419) is an Investment Advisor Representative working at Lpl Financial LLC in El Dorado Hills, CA and has over 15 years of experience in the finance industry.
Bryan Bentley (CRD# 5960205) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Granite Bay, CA and has over 12 years of experience in the finance industry.
James Biasotti (CRD# 2903140) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roseville, CA and has over 21 years of experience in the finance industry.
Kenneth Bielejeski (CRD# 2307255) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Roseville, CA and has over 31 years of experience in the finance industry.
Joan Birdsell (CRD# 5676446) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 14 years of experience in the finance industry.
David Bland (CRD# 1099854) is an Investment Advisor Representative working at D.a. Davidson & Company in Roseville, CA and has over 41 years of experience in the finance industry.
Davis Blomquist (CRD# 6448020) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has 1 year of experience in the finance industry. Davis Blomquist 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.
Kristin Bluemel Redman (CRD# 6680692) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville, CA and has over 6 years of experience in the finance industry.
Daniel Blum (CRD# 5630907) is an Investment Advisor Representative working at Mml Investors Services, LLC in Roseville, CA and has over 14 years of experience in the finance industry.