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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
Kimberly Bakos (CRD# 2002064) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Murrieta, CA and has over 17 years of experience in the finance industry.
Michelle Balatero (CRD# 5743202) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 14 years of experience in the finance industry. Michelle Balatero 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.
David Baldwin (CRD# 5066926) is an Investment Advisor Representative working at Commonwealth Financial Network in Vista, CA and has over 14 years of experience in the finance industry. David Baldwin 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.
Christa Ballew (CRD# 5329125) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 16 years of experience in the finance industry.
Michael Balster (CRD# 5007907) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 18 years of experience in the finance industry.
Bruce Bandemer (CRD# 4042335) is an Investment Advisor Representative working at Equitable Advisors, LLC in Carlsbad, CA and has over 24 years of experience in the finance industry.
David Banks (CRD# 6482458) is an Investment Advisor Representative working at Phase Two Capital, LLC in Del Mar, CA and has over 9 years of experience in the finance industry.
Christopher Barbata (CRD# 6627710) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Temecula, CA and has over 8 years of experience in the finance industry.
Mark Barefield (CRD# 6481913) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 8 years of experience in the finance industry.
Howard Barker (CRD# 6918037) is an Investment Advisor Representative working at Invicta Financial Group in San Diego, CA and has over 5 years of experience in the finance industry.