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Distance Metro area (25 miles)
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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
Craig Dewey (CRD# 869928) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 38 years of experience in the finance industry.
Bradley Dillon (CRD# 2886377) is an Investment Advisor Representative working at Cwm, LLC in San Rafael, CA and has over 26 years of experience in the finance industry.
Michael Dolan (CRD# 2258670) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Novato, CA and has over 21 years of experience in the finance industry.
Mark Dorman (CRD# 1858020) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has 1 year of experience in the finance industry.
Lorraine Downing (CRD# 3142943) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 25 years of experience in the finance industry.
Armin Drake (CRD# 5606066) is an Investment Advisor Representative working at Corvec Investment Partners, LLC in Orinda, CA and has over 15 years of experience in the finance industry.
Colin Drake (CRD# 4550311) is an Investment Advisor Representative working at Marin Financial Advisors LLC in Larkspur, CA and has 1 year of experience in the finance industry. Colin Drake 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.
Thomas Drake (CRD# 3154324) is an Investment Advisor Representative working at Integritas Semper, LLC in Windsor, CA and has over 25 years of experience in the finance industry.
Jason Draut (CRD# 6357125) is an Investment Advisor Representative working at Harborlight Investments, LLC in El Cerrito, CA and has over 10 years of experience in the finance industry. Jason Draut 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.
Richard Duarte (CRD# 2480897) is an Investment Advisor Representative working at Lpl Financial LLC in Rohnert Park, CA and has over 30 years of experience in the finance industry.