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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
James Bossier (CRD# 1627536) is an Investment Advisor Representative working at Morgan Stanley in Menlo Park, CA and has over 36 years of experience in the finance industry. James Bossier 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.
Jason Bothwell (CRD# 4966195) is an Investment Advisor Representative working at Morgan Stanley in Menlo Park, CA and has over 18 years of experience in the finance industry.
Kostantina Bourdev (CRD# 4700585) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Campbell, CA and has over 20 years of experience in the finance industry.
Darrach Bourke (CRD# 5255413) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 17 years of experience in the finance industry.
Derek Bouskos (CRD# 7048719) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Belmont, CA and has over 5 years of experience in the finance industry.
Rickey Bowen (CRD# 2837377) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Jose, CA and has over 27 years of experience in the finance industry.
Milton Boyd (CRD# 6363789) is an Investment Advisor Representative working at Bapcd, Inc. in Oakland, CA and has over 9 years of experience in the finance industry.
Robert Boyd (CRD# 2329701) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Altos, CA and has over 30 years of experience in the finance industry.
Benjamin Bradford (CRD# 4548224) is an Investment Advisor Representative working at Maxwell Wealth in Pleasanton, CA and has over 15 years of experience in the finance industry.
Bryan Bradshaw (CRD# 4984637) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Palo Alto, CA and has over 18 years of experience in the finance industry.