Sherwood Investment Management
Sherwood Investment Management (CRD# 172687) is a financial advisory firm headquartered in Petaluma, CA. They manage $273,305 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$68,326
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brian Littlejohn (CRD# 5895687) is an Investment Advisor Representative working at Sherwood Investment Management in Petaluma, CA and has 10 years of experience in the finance industry. Brian 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 putclients' interests first and comply with the Financial Planning Practice Standards. Additionally, Brian has earned two Master's Degrees in Finance.