Financial ADVSR advisor directory · SEC adviser records
Bailard, Inc. financial advisors in Foster City, CA
Every SEC-registered investment adviser representative at a Bailard, Inc. office in Foster City, A to Z.
The short answer
30 registered advisors work at Bailard, Inc. in Foster City, out of 33 at the firm nationwide; it ranks number 2 in the city by advisors. 10 list the CFP designation and 0 are also registered broker representatives.
Bailard, Inc. advisors in Foster City, A to Z
Every Bailard, Inc. advisor →- Osman T. AkgunChartered Financial Analyst
- Kimberly M. AquinoCertified Financial Planner
- Linda BeckChartered Financial Analyst
- Mary M. BersotChartered Financial Analyst
- Ryan S. ChavezCertified Financial Planner
- Ryan W. ColeCertified Financial Planner
- Stacy P. DauberCertified Financial Planner
- Glenn A. DavisChartered Financial Analyst
- Diana L. DessonvilleInvestment adviser rep
- Michael J. FaustChartered Financial Analyst
- Enrique V. FerminCertified Financial Planner
- Andrea M. GandolfoInvestment adviser rep
- Noah A. HolmesInvestment adviser rep
- Joanne L. HowardChartered Financial Analyst
- Abigail V. HsuInvestment adviser rep
- David P. Jones IICertified Financial Planner
- Irene LiandoChartered Financial Analyst
- Francois MarcouxChartered Financial Analyst
- Daniel J. McKellarChartered Financial Analyst
- Christopher J. MoshyInvestment adviser rep
- Thomas J. Mudge IIIChartered Financial Analyst
- Romy S. PavolotskyCertified Financial Planner
- Suanne M. RamarChartered Financial Analyst
- Erin M. RandolphInvestment adviser rep
- Nicholas J. RisserCertified Financial Planner
- Stephanie W. RoncalInvestment adviser rep
- Mikhail D. SalibaCertified Financial Planner
- Dana M. ScheerCertified Financial Planner, Chartered Financial Analyst
- David H. SmithChartered Financial Analyst
- Jeremiah R. Wager-SmithInvestment adviser rep
Bailard, Inc. advisors in every city and state →Bailard, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Bailard, Inc. advisors in other cities
Other firms in Foster City
All Foster City advisors →Ieq Capital, LLC 104Summitry, LLC 18Team Hewins, LLC 18LPL Financial LLC 8Gamma Investing LLC 4Neumann Capital Management 3
Questions
How many financial advisors does Bailard, Inc. have in Foster City?
30 investment adviser representatives are registered at Bailard, Inc. offices in Foster City, California, according to the SEC's Investment Adviser Public Disclosure records, out of 33 nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.
Is Bailard, Inc. one of the largest advisor employers in Foster City?
Bailard, Inc. ranks number 2 in Foster City by registered advisors; Ieq Capital, LLC has the most, with 104.
How do I check a Bailard, Inc. advisor in Foster City?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bailard, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.