-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Gatian Cunningham (CRD# 4489009) is an Investment Advisor Representative working at Hearth Capital Management in Mill Valley, CA and has 1 year of experience in the finance industry.
Alexander Cushner (CRD# 2272595) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mill Valley, CA and has over 31 years of experience in the finance industry.
John D'amico (CRD# 2074297) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mill Valley, CA and has over 27 years of experience in the finance industry.
John Davenport (CRD# 1232732) is an Investment Advisor Representative working at Davenport Capital Management, LLC in Mill Valley, CA and has over 40 years of experience in the finance industry.
Valerie De Vol (CRD# 3193896) is an Investment Advisor Representative working at Assembly Wealth in Mill Valley, CA and has over 23 years of experience in the finance industry.
Vicki Demenno (CRD# 1434844) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 33 years of experience in the finance industry.
Elliott Elbaz (CRD# 2839674) is an Investment Advisor Representative working at Gordian Wealth Advisors, LLC in Mill Valley, CA and has over 27 years of experience in the finance industry.
Gordon Fallone (CRD# 1767760) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Mill Valley, CA and has over 36 years of experience in the finance industry.
Johnathan Fitzgibbons (CRD# 2805076) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mill Valley, CA and has over 18 years of experience in the finance industry.
Laurie Fried (CRD# 2609531) is an Investment Advisor Representative working at Cerity Partners LLC in Mill Valley, CA and has over 14 years of experience in the finance industry. Laurie Fried 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.