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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
Andrew Lancaster (CRD# 6677717) is an Investment Advisor Representative working at Crosspoint Capital Management in Orinda, CA and has over 5 years of experience in the finance industry.
Dustin Lewellyn (CRD# 4211012) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 23 years of experience in the finance industry.
George Madrigal (CRD# 3204950) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 22 years of experience in the finance industry.
Kevin McLaverty (CRD# 4479224) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 18 years of experience in the finance industry.
Alan Metheny (CRD# 1374557) is an Investment Advisor Representative working at Morgan Stanley in Orinda, CA and has over 38 years of experience in the finance industry.
Brian Montanez (CRD# 3184104) is an Investment Advisor Representative working at Multnomah Group, Inc. in Orinda, CA and has over 25 years of experience in the finance industry.
Chad Naylor (CRD# 4625661) is the CEO and founder of Naylor & Company in San Francisco, CA, and has over 13 years of experience in the finance industry. At Naylor & Company, we work closely with clients to develop well-tuned financial plans. We assist clients in making appropriate allocations of their investments among cash, bonds and stocks. With respect to stock investments, we invest clients in diversified portfolios that make up the Naylor & Company Core Composite. Our composite has a 5-Star Rating from Morningstar, and a Number 1 Ranking from Pensions & Investments Magazine for their category...
Chae Naylor (CRD# 5414452) is an Investment Advisor Representative working at Naylor & Company in Orinda, CA and has over 16 years of experience in the finance industry.
Robert Perussina (CRD# 861216) is an Investment Advisor Representative working at Wespac Advisors, LLC in Orinda, CA and has over 30 years of experience in the finance industry.