Richard Dole (CRD# 2703435) is an Investment Advisor Representative working at Whistler Asset Management in Sand City, CA and has 1 year of experience in the finance industry.
CRD# 1102955
Castle Rock Wealth Management, LLC
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4740878
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Monterey Bay Aquarium Foundation | Monterey, CA | Jan 2017 - Current | 7 |
| Whistler Asset Management | Sand City, CA | Feb 2014 - Current | 10 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$108,588
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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