![John Werhan, financial advisor Walnut Creek CA](/img/ws/profile-blank-sq.png)
John Werhan (CRD# 4371323) is an Investment Advisor Representative working at Thomas Doll in Walnut Creek, CA and has over 24 years of experience in the finance industry.
![William Browne, financial advisor Walnut Creek CA](/img/ws/profile-blank-sq.png)
CRD# 4461199
Monetary Management Corporation
![Scott Yi, financial advisor Walnut Creek CA](/img/ws/profile-blank-sq.png)
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Twd Payroll, Inc. | Walnut Creek, CA | Jul 2014 - Current | 9 |
Capital Performance Advisors LLP | Walnut Creek, CA | Jul 2007 - Current | 16 |
Pensionone Advisors, Inc. | Walnut Creek, CA | Jul 2004 - Current | 19 |
Thomas, Wirig, Doll & Company, Cpas, A Prof Corp | Walnut Creek, CA | Oct 1998 - Current | 25 |
Cpa Mortgage, Inc. | Walnut Creek, CA | Nov 2001 - Sep 2014 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2000 |
- CA
- TX
-
Total Assets Under Management1,416MILLIONS
-
Total Number of Accounts2,614ACCOUNTS
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Average Account Value$541,552
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, HI, ID, NC, NV, OR, SC, TX, UT, WA
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