Janet Attard (CRD# 3128541) is an Investment Advisor Representative working at J. Oliver Maxwell, LLC in Danville, CA and has over 25 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J Rockcliff Realty | Danville, CA | Jun 2017 - Current | 6 |
| J. Oliver Maxwell, LLC | Lakeport, CA | Jan 2004 - Current | 20 |
| Alta Bates Medical Center | Berkeley, CA | Apr 2001 - Current | 23 |
| Risk Management-medical Consultant | Lakeport, CA | Mar 1992 - Current | 32 |
| Berkshire Hathaway Home Services | Napa, CA | Jun 2014 - Jun 2017 | 3 |
| Heritage Sotheby's International Realty | St. Helena, CA | Jun 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Other
CA
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