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Distance Only Mill Valley, 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
Laurie Fried (CRD# 2609531) is an Investment Advisor Representative working at Cerity Partners LLC in Mill Valley, CA and has over 14 years of experience in the finance industry. Laurie Fried 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 Fujiwara (CRD# 2399236) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mill Valley, CA and has over 30 years of experience in the finance industry.
Nina Gabriel (CRD# 703518) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 34 years of experience in the finance industry.
Maria Cecilia Gapunuan (CRD# 4858524) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mill Valley, CA and has over 13 years of experience in the finance industry.
Barbara Gilliard (CRD# 1452547) is an Investment Advisor Representative working at Emeritus Investment Management, Inc. in Mill Valley, CA and has over 37 years of experience in the finance industry. Barbara Gilliard 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.
William Glenn (CRD# 4288594) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 22 years of experience in the finance industry.
Paul Grace (CRD# 4011326) is an Investment Advisor Representative working at Aspirean Wealth, LLC in Mill Valley, CA and has over 24 years of experience in the finance industry.
Elizabeth Groh (CRD# 719835) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 37 years of experience in the finance industry.
Scott Grooms (CRD# 1948212) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mill Valley, CA and has over 33 years of experience in the finance industry. Scott Grooms 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.
Stacy Hering-Astor (CRD# 1578601) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mill Valley, CA and has over 32 years of experience in the finance industry.