-
Distance Only San Rafael, CA
-
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
David McInnis (CRD# 1632569) is an Investment Advisor Representative working at Madden Creek Advisors in San Rafael, CA and has over 36 years of experience in the finance industry.
Patrick McKiernan (CRD# 2436184) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 30 years of experience in the finance industry.
Craig McKinlay (CRD# 6005397) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Rafael, CA and has over 12 years of experience in the finance industry.
Keven Milgram (CRD# 4493611) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 20 years of experience in the finance industry. Keven Milgram 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.
William Millico (CRD# 2984906) 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.
Michael Mink (CRD# 4594223) is an Investment Advisor Representative working at Meritas Advisors, LLC in San Rafael, CA and has over 21 years of experience in the finance industry.
Jason Minnella (CRD# 5584968) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 14 years of experience in the finance industry.
Angela Mirrione (CRD# 4211376) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 23 years of experience in the finance industry.
Herbert Moody (CRD# 804608) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 37 years of experience in the finance industry.
Christopher Moore (CRD# 6536527) is an Investment Advisor Representative working at Fiduciary Financial Group, LLC in San Rafael, CA and has over 6 years of experience in the finance industry.