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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
Matthew Burns (CRD# 6548266) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.
Justin Burt (CRD# 2989359) is an Investment Advisor Representative working at Relevant Wealth Advisors, LLC in Mill Valley, CA and has over 26 years of experience in the finance industry.
Craig Burtis (CRD# 2757496) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 27 years of experience in the finance industry.
Hannah Busick (CRD# 6062751) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in San Francisco, CA and has over 10 years of experience in the finance industry.
James Busterud (CRD# 3126158) is an Investment Advisor Representative working at Jack Point Advisors, LLC in Novato, CA and has over 25 years of experience in the finance industry. James Busterud 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.
Gary Butler (CRD# 5349294) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Novato, CA and has over 17 years of experience in the finance industry.
William Butler (CRD# 5120359) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Francisco, CA and has over 16 years of experience in the finance industry.
Stephen Butterfield (CRD# 2003441) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Francisco, CA and has over 33 years of experience in the finance industry.
Jennifer Butters (CRD# 4109744) is an Investment Advisor Representative working at Edward Jones in San Rafael, CA and has over 24 years of experience in the finance industry.
Scott Byrnes (CRD# 6583491) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has over 8 years of experience in the finance industry.