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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
Earl Alexander (CRD# 814525) is an Investment Advisor Representative working at Lpl Financial LLC in Napa, CA and has over 30 years of experience in the finance industry.
Isabelle Alexander (CRD# 6529033) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Lafayette, CA and has over 8 years of experience in the finance industry. Isabelle Alexander 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.
Jimmie Alexander (CRD# 2087674) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Petaluma, CA and has over 33 years of experience in the finance industry. Jimmie Alexander 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.
Alphonse Alexandre (CRD# 2442932) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 17 years of experience in the finance industry.
Anthony Alfisi (CRD# 4591596) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 21 years of experience in the finance industry.
Mike Alho (CRD# 5780309) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 11 years of experience in the finance industry.
Omar Ali (CRD# 6601760) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 6 years of experience in the finance industry.
Sean Ali (CRD# 1452433) is an Investment Advisor Representative working at Wells Fargo Advisors in Ross, CA and has over 38 years of experience in the finance industry. Sean Ali 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.
Steven Aliano (CRD# 4510624) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 21 years of experience in the finance industry.
John Allanson (CRD# 3059) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 37 years of experience in the finance industry.