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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
Gerald Desimone (CRD# 2311669) is an Investment Advisor Representative working at Bcn Financial, Inc. in Modesto, CA and has over 30 years of experience in the finance industry.
Jose Diaz (CRD# 2298795) is an Investment Advisor Representative working at Lpl Financial LLC in Modesto, CA and has over 31 years of experience in the finance industry.
Gregory Lebbert (CRD# 1386859) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Modesto, CA and has over 38 years of experience in the finance industry.
Joseph Theam (CRD# 6247754) is an Investment Advisor Representative working at Equitable Advisors, LLC in Modesto, CA and has over 10 years of experience in the finance industry.
Martin Ugalde (CRD# 5026382) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Modesto, CA and has over 18 years of experience in the finance industry.
Seth Anderson (CRD# 4769925) is an Investment Advisor Representative working at Lpl Financial LLC in Lynden, WA and has over 17 years of experience in the finance industry.
Katherine Baird (CRD# 1071122) is an Investment Advisor Representative working at K.l. Baird Asset Management in Kirkland, WA and has over 41 years of experience in the finance industry.
Shu-chun Balogh (CRD# 6470917) is an Investment Advisor Representative working at Lpl Financial LLC in Lynden, WA and has over 6 years of experience in the finance industry.
Chad Bouma (CRD# 4400440) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lynden, WA and has over 22 years of experience in the finance industry.
Anne Bowen (CRD# 6678448) is an Investment Advisor Representative working at Edward Jones in Ferndale, WA and has over 7 years of experience in the finance industry.