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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
Robert Devalle (CRD# 2128749) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 32 years of experience in the finance industry.
David Devincenzi (CRD# 2422415) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 28 years of experience in the finance industry.
Craig Dewey (CRD# 869928) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 38 years of experience in the finance industry.
Bradley Dillon (CRD# 2886377) is an Investment Advisor Representative working at Cwm, LLC in San Rafael, CA and has over 26 years of experience in the finance industry.
Christopher Dobson (CRD# 735087) is an Investment Advisor Representative working at Dobson Asset Management in Petaluma, CA and has over 34 years of experience in the finance industry. Christopher Dobson 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.
Samuel Dobson (CRD# 6924250) is an Investment Advisor Representative working at Dobson Asset Management in Petaluma, CA and has over 5 years of experience in the finance industry.
Michael Dolan (CRD# 2258670) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Novato, CA and has over 21 years of experience in the finance industry.
Mark Dorman (CRD# 1858020) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has 1 year of experience in the finance industry.
Lorraine Downing (CRD# 3142943) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 25 years of experience in the finance industry.
Colin Drake (CRD# 4550311) is an Investment Advisor Representative working at Marin Financial Advisors LLC in Larkspur, CA and has 1 year of experience in the finance industry. Colin Drake 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.