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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 Jones (CRD# 4921447) is an Investment Advisor Representative working at Kelly Jones Investment Services, Inc. in Larkspur, CA and has over 19 years of experience in the finance industry.
Kelly Kane (CRD# 1428717) is an Investment Advisor Representative working at Broadwing Capital Advisors, Inc. in Larkspur, CA and has over 27 years of experience in the finance industry. Kelly Kane 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.
Craig Keller (CRD# 4803363) 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.
M. Scot Lance (CRD# 2264884) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Larkspur, CA and has over 31 years of experience in the finance industry.
Kelvin Lau (CRD# 2094539) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 33 years of experience in the finance industry. Kelvin Lau 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 Leavitt (CRD# 5627143) is an Investment Advisor Representative working at Enspire Wealth Management, LLC in Larkspur, CA and has over 15 years of experience in the finance industry.
Jonathan Leidy (CRD# 4192876) is an Investment Advisor Representative working at Portico Wealth Advisors, LLC in Larkspur, CA and has over 23 years of experience in the finance industry. Jonathan Leidy 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.
Kimberly Meek (CRD# 4545581) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 22 years of experience in the finance industry.
Clark Miller (CRD# 2194418) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Larkspur, CA and has over 30 years of experience in the finance industry. Clark Miller 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.
Leslie Miller (CRD# 5215413) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Larkspur, CA and has over 12 years of experience in the finance industry.