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Distance Only Mill Valley, CA
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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 Shelton (CRD# 2465266) is an Investment Advisor Representative working at Shelton Financial Advisors, LLC in Mill Valley, CA and has over 30 years of experience in the finance industry.
Daniel Sinton (CRD# 2772367) is an Investment Advisor Representative working at Rational Investment Management, LLC in Mill Valley, CA and has over 26 years of experience in the finance industry.
Adam Slowik (CRD# 3055588) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mill Valley, CA and has over 25 years of experience in the finance industry.
Kathryn Song (CRD# 4592147) is an Investment Advisor Representative working at Katy Song Financial Planning, Inc. in Mill Valley, CA and has over 21 years of experience in the finance industry. Kathryn Song 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.
Jeffrey Stoffer (CRD# 4510059) is an Investment Advisor Representative working at Stoffer Wealth Advisors in San Rafael, CA and has 22 years of experience in the finance industry. Jeffrey Stoffer 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 putclients' interests first and comply with the Financial Planning Practice Standards....
Race Stowell (CRD# 1963223) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 34 years of experience in the finance industry.
Eric Strong (CRD# 2787135) is an Investment Advisor Representative working at Miller Avenue Advisors LLC in Mill Valley, CA and has over 27 years of experience in the finance industry. Eric Strong 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.
David Swartz (CRD# 4733579) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 20 years of experience in the finance industry.
Eric Swergold (CRD# 4636228) is an Investment Advisor Representative working at Firestorm Capital in Mill Valley, CA and has over 23 years of experience in the finance industry.
Alexander Taft (CRD# 1946720) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mill Valley, CA and has over 34 years of experience in the finance industry.