Lawrence Dan (CRD# 1504996) is an Investment Advisor Representative working at Kennicott Capital Management LLC in Corte Madera, CA and has over 37 years of experience in the finance industry.
CRD# 4105009
Lowery Thomas, LLC
CRD# 3228403
Sand Hill Global Advisors, LLC
CRD# 6058165
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kennicott Capital Management LLC | Corte Madera, CA | Sep 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2003 |
- CA
-
Total Assets Under Management379MILLIONS
-
Total Number of Accounts456ACCOUNTS
-
Average Account Value$830,527
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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