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Distance Only Novato, 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
Timothy Russell (CRD# 1385286) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 25 years of experience in the finance industry.
Khaled Salama (CRD# 2673400) is an Investment Advisor Representative working at Ks Global Advisors, Inc. in Novato, CA and has 1 year of experience in the finance industry.
Robert Schulman (CRD# 2702404) is an Investment Advisor Representative working at Edward Jones in Novato, CA and has over 28 years of experience in the finance industry.
Steve Seid (CRD# 6093948) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Novato, CA and has over 11 years of experience in the finance industry.
Sweeti Shah (CRD# 6438214) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Novato, CA and has over 8 years of experience in the finance industry.
Matthew Tarantino (CRD# 7028314) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 5 years of experience in the finance industry.
Phylos Tobler (CRD# 1791187) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 36 years of experience in the finance industry.
John Tornes (CRD# 4077792) is an Investment Advisor Representative working at Edward Jones in Novato, CA and has over 15 years of experience in the finance industry.
Jeffrey Troutner (CRD# 705722) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Novato, CA and has over 44 years of experience in the finance industry.
David Walther (CRD# 3181003) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Novato, CA and has over 25 years of experience in the finance industry.