Financial ADVSR advisor directory · SEC adviser records
Bailard, Inc. financial advisors in California
Every SEC-registered investment adviser representative at a Bailard, Inc. office in California, by city and A to Z.
30 registered advisors work at Bailard, Inc. in California, out of 33 nationwide; it's the firm's number 1 state by advisors, and the most are in Foster City (30). 10 list the CFP designation and 0 are also registered broker representatives.
Bailard, Inc. advisors by city in California
Every firm in California →Bailard, Inc. advisors in California, A to Z
Search by name →- Osman T. AkgunFoster City · Chartered Financial Analyst
- Kimberly M. AquinoFoster City · Certified Financial Planner
- Linda BeckFoster City · Chartered Financial Analyst
- Mary M. BersotFoster City · Chartered Financial Analyst
- Ryan S. ChavezFoster City · Certified Financial Planner
- Ryan W. ColeFoster City · Certified Financial Planner
- Stacy P. DauberFoster City · Certified Financial Planner
- Glenn A. DavisFoster City · Chartered Financial Analyst
- Diana L. DessonvilleFoster City
- Michael J. FaustFoster City · Chartered Financial Analyst
- Enrique V. FerminFoster City · Certified Financial Planner
- Andrea M. GandolfoFoster City
- Noah A. HolmesFoster City
- Joanne L. HowardFoster City · Chartered Financial Analyst
- Abigail V. HsuFoster City
- David P. Jones IIFoster City · Certified Financial Planner
- Irene LiandoFoster City · Chartered Financial Analyst
- Francois MarcouxFoster City · Chartered Financial Analyst
- Daniel J. McKellarFoster City · Chartered Financial Analyst
- Christopher J. MoshyFoster City
- Thomas J. Mudge IIIFoster City · Chartered Financial Analyst
- Romy S. PavolotskyFoster City · Certified Financial Planner
- Suanne M. RamarFoster City · Chartered Financial Analyst
- Erin M. RandolphFoster City
- Nicholas J. RisserFoster City · Certified Financial Planner
- Stephanie W. RoncalFoster City
- Mikhail D. SalibaFoster City · Certified Financial Planner
- Dana M. ScheerFoster City · Certified Financial Planner, Chartered Financial Analyst
- David H. SmithFoster City · Chartered Financial Analyst
- Jeremiah R. Wager-SmithFoster City
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Questions
How many Bailard, Inc. financial advisors are in California?
30 investment adviser representatives are registered at Bailard, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 33 at the firm nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Bailard, Inc. have the most advisors?
Foster City, with 30. Bailard, Inc. has advisors in 1 city in California.
How do I check a Bailard, Inc. advisor in California?
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.