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Distance Only Larkspur, 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
Besart Morina (CRD# 4797648) is an Investment Advisor Representative working at Lpl Financial LLC in Larkspur, CA and has over 19 years of experience in the finance industry.
Teuta Morina (CRD# 5609833) is an Investment Advisor Representative working at Lpl Financial LLC in Larkspur, CA and has over 14 years of experience in the finance industry.
Cynthia Morris (CRD# 1143459) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 13 years of experience in the finance industry. Cynthia Morris 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.
Heidi Morshead (CRD# 1694450) is an Investment Advisor Representative working at Shira Ridge Wealth Management in Larkspur, CA and has over 31 years of experience in the finance industry.
Ronald Murphy (CRD# 343417) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 28 years of experience in the finance industry.
Daniel Murray (CRD# 2830992) is an Investment Advisor Representative working at Mirador Capital Partners in Larkspur, CA and has over 11 years of experience in the finance industry.
Monica Muñoz (CRD# 4490645) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has 1 year of experience in the finance industry. Monica Muñoz 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.
Travis Nakamura (CRD# 3230593) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 24 years of experience in the finance industry.
Laurean Nardone (CRD# 1131151) is an Investment Advisor Representative working at Shira Ridge Wealth Management in Larkspur, CA and has over 34 years of experience in the finance industry. Laurean Nardone 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.
Zachary Norman (CRD# 6775840) is an Investment Advisor Representative working at Raub Brock Capital Management, LP in Larkspur, CA and has over 6 years of experience in the finance industry.