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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
Blake Baxter (CRD# 6178132) is an Investment Advisor Representative working at Lpl Financial LLC in Encinitas, CA and has over 5 years of experience in the finance industry.
Jessi Beach (CRD# 6503153) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 8 years of experience in the finance industry.
Colin Beamish (CRD# 5162074) is an Investment Advisor Representative working at City National Securities, Inc. in Solana Beach, CA and has over 11 years of experience in the finance industry. Colin Beamish 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.
Bruce Beaty (CRD# 2930437) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 14 years of experience in the finance industry.
Robin Bechtel (CRD# 4043791) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 24 years of experience in the finance industry.
Ryan Beckham (CRD# 6042209) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has over 10 years of experience in the finance industry.
Lisa Behun (CRD# 5417611) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, CA and has over 16 years of experience in the finance industry.
Kenneth Beiter (CRD# 2753038) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Murrieta, CA and has over 27 years of experience in the finance industry.
Michael Beiter (CRD# 4581415) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Murrieta, CA and has over 14 years of experience in the finance industry.
Matthew Belardes (CRD# 5081741) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 18 years of experience in the finance industry. Matthew Belardes 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.