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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
Charlene Burkhardt (CRD# 2935854) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Fremont, CA and has over 26 years of experience in the finance industry.
Jeannette Burns (CRD# 6319877) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Jose, CA and has over 10 years of experience in the finance industry.
Michael Burns (CRD# 5809917) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA and has over 12 years of experience in the finance industry.
Kevin Burt (CRD# 5872828) 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.
Dawn Burton (CRD# 1094251) is an Investment Advisor Representative working at Primerica Advisors in San Ramon, CA and has over 41 years of experience in the finance industry.
Jennifer Bush (CRD# 4730785) is an Investment Advisor Representative working at Mainstreet Financial Planning, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry. Jennifer Bush 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.
John Bussel (CRD# 2838167) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 27 years of experience in the finance industry.
Jennifer Butler (CRD# 5569471) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in San Ramon, CA and has over 11 years of experience in the finance industry. Jennifer Butler 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.
Stewart Butler (CRD# 5009488) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Palo Alto, CA and has over 18 years of experience in the finance industry.
Sean Buxton (CRD# 4697339) is an Investment Advisor Representative working at Legacy Capital Group California, Inc. in Los Gatos, CA and has over 20 years of experience in the finance industry. Sean Buxton 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.