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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
Graham Bruce (CRD# 5037860) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 18 years of experience in the finance industry.
Thomas Bruckner (CRD# 4607649) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in San Jose, CA and has over 21 years of experience in the finance industry.
Alexander Brugger (CRD# 5820050) 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.
Samuel Brumbaugh (CRD# 5985661) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 11 years of experience in the finance industry. Samuel Brumbaugh 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.
Jenny Brummer (CRD# 4682827) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Jose, CA and has over 20 years of experience in the finance industry.
Robert Brunton (CRD# 1271886) is an Investment Advisor Representative working at Park Avenue Securities LLC in Campbell, CA and has over 18 years of experience in the finance industry. Robert Brunton 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.
Edgardo Bruzzone (CRD# 6376920) is an Investment Advisor Representative working at Lpl Financial LLC in San Jose, CA and has over 9 years of experience in the finance industry.
James Buatti (CRD# 2254201) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pleasanton, CA and has over 31 years of experience in the finance industry.
Sarah Buchardt (CRD# 6285444) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 10 years of experience in the finance industry.
Brett Bucher (CRD# 3166791) is an Investment Advisor Representative working at Bucher Wealth Advisors in San Mateo, CA and has over 25 years of experience in the finance industry. Brett Bucher 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.