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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
Leo Coppeta (CRD# 1989660) is an Investment Advisor Representative working at Lpl Financial LLC in Mill Valley, CA and has over 27 years of experience in the finance industry.
Gatian Cunningham (CRD# 4489009) is an Investment Advisor Representative working at Hearth Capital Management in Mill Valley, CA and has 1 year of experience in the finance industry.
Alexander Cushner (CRD# 2272595) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mill Valley, CA and has over 31 years of experience in the finance industry.
John D'amico (CRD# 2074297) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mill Valley, CA and has over 27 years of experience in the finance industry.
John Davenport (CRD# 1232732) is an Investment Advisor Representative working at Davenport Capital Management, LLC in Mill Valley, CA and has over 40 years of experience in the finance industry.
Valerie De Vol (CRD# 3193896) is an Investment Advisor Representative working at Assembly Wealth in Mill Valley, CA and has over 23 years of experience in the finance industry.
Mark Demenno (CRD# 732451) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 42 years of experience in the finance industry.
Vicki Demenno (CRD# 1434844) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 32 years of experience in the finance industry.
Barbara Dugan (CRD# 5492471) is an Investment Advisor Representative working at Farther in Tiburon, CA and has over 12 years of experience in the finance industry.
Elliott Elbaz (CRD# 2839674) is an Investment Advisor Representative working at Gordian Wealth Advisors, LLC in Mill Valley, CA and has over 27 years of experience in the finance industry.