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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
Jeffrey Alpert (CRD# 7453486) is an Investment Advisor Representative working at Miracle Mile Advisors, LLC in Sausalito, CA and has over 3 years of experience in the finance industry.
Michael Attaway (CRD# 6727283) is an Investment Advisor Representative working at Miracle Mile Advisors, LLC in Sausalito, CA and has over 4 years of experience in the finance industry.
Elizabeth Baldassari (CRD# 7127193) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 4 years of experience in the finance industry.
Ryan Beckler (CRD# 5594229) is an Investment Advisor Representative working at Verity Wealth Advisors, LLC in Sausalito, CA and has over 2 years of experience in the finance industry.
Paolo Bernardi (CRD# 7522726) is an Investment Advisor Representative working at Paolo Bernardi Advisor in Sausalito, CA and has over 2 years of experience in the finance industry.
Natalie McMahon (CRD# 7217699) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has 1 year of experience in the finance industry. Natalie McMahon 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.
Alec Nasto (CRD# 6788664) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sausalito, CA and has over 5 years of experience in the finance industry.
Leesa Nichols (CRD# 1562283) is an Investment Advisor Representative working at Hodges Capital Management Inc. in Sausalito, CA and has over 35 years of experience in the finance industry.
Joseph Raymond (CRD# 7692203) is an Investment Advisor Representative working at Caldwell Sutter Capital, Inc. in Sausalito, CA and has 1 year of experience in the finance industry.
Tal Schwartz (CRD# 2935759) is an Investment Advisor Representative working at Ai Funds in Sausalito, CA and has 1 year of experience in the finance industry.