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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
Peter Bradshaw (CRD# 6997508) is an Investment Advisor Representative working at Harper Investing in Santa Clara, CA and has over 5 years of experience in the finance industry.
Joseph Bragdon (CRD# 5276200) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Palo Alto, CA and has over 9 years of experience in the finance industry.
Sarah Brandon (CRD# 5701372) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 14 years of experience in the finance industry.
Donna Brandt (CRD# 4576031) is an Investment Advisor Representative working at Primerica Advisors in San Jose, CA and has over 21 years of experience in the finance industry.
Lyle Brandt (CRD# 1275304) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 39 years of experience in the finance industry.
Frank Branson (CRD# 4391065) is an Investment Advisor Representative working at Branson Frank A Inc. in Burlingame, CA and has 1 year of experience in the finance industry.
Mark Branson (CRD# 4733722) is an Investment Advisor Representative working at Cornerstone Capital, Inc. in Palo Alto, CA and has 1 year of experience in the finance industry.
Paul Bratrude (CRD# 4004441) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pleasanton, CA and has over 24 years of experience in the finance industry.
Jeffry Bratzler (CRD# 1992879) is an Investment Advisor Representative working at Bcn Financial, Inc. in Alameda, CA and has over 31 years of experience in the finance industry. Jeffry Bratzler 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.
Julius Brauner (CRD# 706699) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Woodside, CA and has over 40 years of experience in the finance industry.