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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
Mary Allen (CRD# 1498096) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Walnut Creek, CA and has over 27 years of experience in the finance industry. Mary Allen 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.
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.
Stacy Allred (CRD# 2689241) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 28 years of experience in the finance industry. Stacy Allred 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.
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.
Luis Almendarez (CRD# 4131189) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 24 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.
Michael Alpert (CRD# 4634236) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 19 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.