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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
Mark Lavan (CRD# 4428923) is an Investment Advisor Representative working at Edward Jones in Mill Valley, CA and has over 22 years of experience in the finance industry. Mark Lavan 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.
John Lucas (CRD# 2736814) 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.
Brian Macdonald (CRD# 2247372) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 31 years of experience in the finance industry.
Andrew Mayer (CRD# 1189044) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 40 years of experience in the finance industry.
Matthew Mayer (CRD# 6285737) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 5 years of experience in the finance industry.
Seton McAndrews (CRD# 5002648) is an Investment Advisor Representative working at Assembly Wealth in Mill Valley, CA and has over 18 years of experience in the finance industry. Seton McAndrews 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.
James McLaughlin (CRD# 823224) is an Investment Advisor Representative working at Anvik Advisers LLC in Mill Valley, CA and has over 41 years of experience in the finance industry.
Christian Mejia (CRD# 6611171) is an Investment Advisor Representative working at Sivia Capital Partners, LLC in Mill Valley, CA and has over 7 years of experience in the finance industry.
Gloria Montesinos (CRD# 2762097) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 11 years of experience in the finance industry.
Elizabeth Murphy-Jinich (CRD# 1782913) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mill Valley, CA and has over 15 years of experience in the finance industry.