Rawson GulickCRD Number: 4064404
Current Firm: Willow Creek Wealth Management, Inc.
Rawson Gulick (CRD# 4064404) is an Investment Advisor Representative working at Willow Creek Wealth Management, Inc. in Sebastopol, CA and has over 21 years of experience in the finance industry. Rawson Gulick 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.
Stifel, Nicolaus & Company, Incorporated
Traverso Chambers Private Wealth Management, LLC
Cetera Advisors LLC
|Willow Creek Wealth Management Inc.||Sebastopol, CA||Jan 2019 - Current||2|
|Launchsail LLC||Mill Valley, CA||Jan 2017 - Dec 2018||1|
|Broadmark Asset Management LLC||San Francisco, CA||Jan 2010 - Dec 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,381MILLIONS
Total Number of Accounts2,341ACCOUNTS
Average Account Value$590,021
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, NH, NV, NY, OR, TX, WA
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