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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
Richard Baer (CRD# 848798) is an Investment Advisor Representative working at Legacy Capital Group California, Inc. in Los Gatos, CA and has over 29 years of experience in the finance industry. Richard Baer 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.
Lisa Ball (CRD# 1471911) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Jose, CA and has over 21 years of experience in the finance industry.
Randall Bane (CRD# 6452485) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 8 years of experience in the finance industry.
Rodney Banh (CRD# 2692323) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cupertino, CA and has over 28 years of experience in the finance industry.
Sharon Bargetto (CRD# 2253141) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scotts Valley, CA and has over 21 years of experience in the finance industry. Sharon Bargetto 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.
Mark Barnao (CRD# 2844072) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 27 years of experience in the finance industry.
Brad Baron (CRD# 2334124) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Jose, CA and has over 30 years of experience in the finance industry.
Jonathan Barr (CRD# 3199657) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 25 years of experience in the finance industry.
Bruce Barton (CRD# 2175965) is an Investment Advisor Representative working at Parkworth Wealth Management, Inc. in Los Gatos, CA and has over 21 years of experience in the finance industry. Bruce Barton 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.
Niraj Baxi (CRD# 1197551) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Jose, CA and has over 40 years of experience in the finance industry.