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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
Thomas McCormick (CRD# 809554) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 36 years of experience in the finance industry.
Jay Mehta (CRD# 6877344) is a principal and fiduciary advisor at Veraz Advisors (San Ramon, CA) and is an Investment Advisor Representative of Horter Investment Management, LLC. Jay holds 2 MBAs - one from the Haas School of Buisness (University of California, Berkeley) and another from Columbia Business School (Columbia University).
Ivan Mercer (CRD# 5895316) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Ramon, CA and has over 11 years of experience in the finance industry.
Anna Miller (CRD# 2540947) is an Investment Advisor Representative working at Certified Planners, Inc. in San Ramon, CA and has over 29 years of experience in the finance industry.
Mark Miller (CRD# 2170261) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 32 years of experience in the finance industry.
Kurt Miyamura (CRD# 4409911) is an Investment Advisor Representative working at Lpl Financial LLC in San Ramon, CA and has over 22 years of experience in the finance industry.
Richard Morey (CRD# 2768618) is an Investment Advisor Representative working at Secure Retirement Financial & Insurance Services Corp. in San Ramon, CA and has over 27 years of experience in the finance industry.
Brian Mui (CRD# 4854655) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Ramon, CA and has over 19 years of experience in the finance industry.
Jordan Murray (CRD# 5830451) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 13 years of experience in the finance industry. Jordan Murray 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.
Andrew Nevin (CRD# 3177326) is an Investment Advisor Representative working at Lion Street Advisors, LLC in San Ramon, CA and has over 25 years of experience in the finance industry.