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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
Kyle Wills (CRD# 6847250) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 6 years of experience in the finance industry.
Robert Wilson (CRD# 4542536) is an Investment Advisor Representative working at Tiburon Research Group in Foster City, CA and has over 22 years of experience in the finance industry.
David Wong (CRD# 5206901) is an Investment Advisor Representative working at Lpl Financial LLC in Foster City, CA and has over 17 years of experience in the finance industry.
Donghai Yin (CRD# 6466644) is an Investment Advisor Representative working at Stanford Pacific Fund Management, LLC in Foster City, CA and has over 9 years of experience in the finance industry.
Jennifer Young (CRD# 4945201) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 5 years of experience in the finance industry.
Alan Zafran (CRD# 2098205) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 27 years of experience in the finance industry.
Afshin Zarkoub (CRD# 1747123) is an Investment Advisor Representative working at Azm Financial in Foster City, CA and has over 29 years of experience in the finance industry.
Osman Akgun (CRD# 7122899) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has 1 year of experience in the finance industry.
Alexander Arnst (CRD# 6596693) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has 1 year of experience in the finance industry.
Ekaterina Atanassov (CRD# 7355178) is an Investment Advisor Representative working at Neumann Capital Management in Foster City, CA and has 1 year of experience in the finance industry. Ekaterina Atanassov 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.