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Distance Only Sausalito, 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
Daniel Mendoza (CRD# 2273186) is an Investment Advisor Representative working at Prospect Capital Advisors, LLC in Sausalito, CA and has 1 year of experience in the finance industry.
Robert Newman (CRD# 1037553) is an Investment Advisor Representative working at Aperio Group, LLC in Sausalito, CA and has over 41 years of experience in the finance industry.
Robert Oliver (CRD# 2407919) is an Investment Advisor Representative working at Verity Wealth Advisors, LLC in Sausalito, CA and has over 30 years of experience in the finance industry. Robert Oliver 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.
Mark Patzer (CRD# 6557000) is an Investment Advisor Representative working at Miracle Mile Advisors, LLC in Sausalito, CA and has over 8 years of experience in the finance industry.
Joshua Piestrup (CRD# 6759965) is an Investment Advisor Representative working at Delta Accumulation, LLC in Sausalito, CA and has over 7 years of experience in the finance industry.
Robert Shepherd (CRD# 1221884) is an Investment Advisor Representative working at Avondale Conquest, LLC in Sausalito, CA and has over 40 years of experience in the finance industry.
Robert Stafford (CRD# 433169) is an Investment Advisor Representative working at Pacific Management Ltd in Sausalito, CA and has 1 year of experience in the finance industry.
Aaron Stern (CRD# 6423527) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 9 years of experience in the finance industry.
Shahram Tajback (CRD# 4441479) is an Investment Advisor Representative working at Mathematica Capital Management, LLC in Sausalito, CA and has over 22 years of experience in the finance industry.
Charles Woodward (CRD# 722200) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Sausalito, CA and has over 43 years of experience in the finance industry.