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Distance Only Irvine, CA
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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
Dalia Badajos (CRD# 1457053) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Irvine, CA and has over 37 years of experience in the finance industry.
Robert Bailey (CRD# 2584618) is an Investment Advisor Representative working at Moneypro Wealth Management, LLC in Franklin, TN and has over 29 years of experience in the finance industry.
Guy Baker (CRD# 10716) is an Investment Advisor Representative working at Wealth Teams Alliance in Irvine, CA and has over 34 years of experience in the finance industry. Guy Baker 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.
Patrick Baker (CRD# 5478904) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Irvine, CA and has over 16 years of experience in the finance industry.
Shareen Balkey (CRD# 2197481) is an Investment Advisor Representative working at Index Fund Advisors, Inc. in Irvine, CA and has over 25 years of experience in the finance industry.
Louis Barajas (CRD# 1542714) is an Investment Advisor Representative working at International Private Wealth Advisors LLC in Irvine, CA and has over 28 years of experience in the finance industry. Louis Barajas 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.
Victoria Barbisan (CRD# 1312427) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Irvine, CA and has over 33 years of experience in the finance industry.
Michael Baril (CRD# 2932916) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Irvine, CA and has over 24 years of experience in the finance industry. Michael Baril 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.
Paul Barker (CRD# 1931625) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Irvine, CA and has over 30 years of experience in the finance industry.
Michael Barrows (CRD# 2933260) is an Investment Advisor Representative working at M Stevens Wealth Advisors, LLC in Irvine, CA and has over 26 years of experience in the finance industry.