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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
Kelly Lawson (CRD# 1222498) is an Investment Advisor Representative working at The Putney Financial Group LLC in San Rafael, CA and has over 28 years of experience in the finance industry.
Stacy League (CRD# 4145700) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 18 years of experience in the finance industry.
Scott Lippa (CRD# 5729485) 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.
Marcos Lopez (CRD# 1879747) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 35 years of experience in the finance industry.
Kirk Ludwig (CRD# 1453087) is an Investment Advisor Representative working at Westhill Financial Advisors, Inc. in San Rafael, CA and has over 27 years of experience in the finance industry. Kirk Ludwig 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 Lukach (CRD# 1801001) is an Investment Advisor Representative working at Lpl Financial LLC in San Rafael, CA and has over 36 years of experience in the finance industry.
Jolene Macpherson (CRD# 2371443) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in San Rafael, CA and has over 19 years of experience in the finance industry.
Anagha Madrigal (CRD# 4688910) is an Investment Advisor Representative working at Lpl Financial LLC in San Rafael, CA and has over 20 years of experience in the finance industry.
Michael Mangels (CRD# 6122524) is an Investment Advisor Representative working at Wealthspire Advisors in San Rafael, CA and has 1 year of experience in the finance industry. Michael Mangels 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 Marcinowski (CRD# 3277475) 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.