Thomas Doll

Thomas Doll (CRD# 108052) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $1,069,879,374 in 2,426 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,070
    MILLION
  • Total Number of Accounts
    2,426
    ACCOUNTS
  • Average Account Value
    $441,006
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, HI, ID, NV, OR, SC, TX, UT, WA

Financial Advisors at Thomas Doll
Showing 1 - 10 of 13 top financial advisors.
1
Shannon Blackmon
CRD#: 6147160
165 Lennon Lane, Suite 200, Walnut Creek, CA 94598

Shannon Blackmon (CRD# 6147160) is an Investment Advisor Representative working at Thomas Doll in Walnut Creek, CA and has over 7 years of experience in the finance industry. Shannon Blackmon 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.

2
Nicholas L. Gizzarelli
CRD#: 4936287
165 Lennon Lane, Suite 200, Walnut Creek, CA 94598

Nicholas Gizzarelli (CRD# 4936287) is an Investment Advisor Representative working at Thomas Doll in Walnut Creek, CA and has over 8 years of experience in the finance industry.

3
David K. Harlow
CRD#: 5057342
165 Lennon Lane, Suite 200, Walnut Creek, CA 94598

David Harlow (CRD# 5057342) is an Investment Advisor Representative working at Thomas Doll in Walnut Creek, CA and has over 14 years of experience in the finance industry.

4
Carson K. Henderson
CRD#: 5865085
165 Lennon Lane, Suite 200, Walnut Creek, CA 94588

Carson Henderson (CRD# 5865085) is an Investment Advisor Representative working at Thomas Doll in Walnut Creek, CA and has over 10 years of experience in the finance industry.

5
Joseph E. Kalinowski
CRD#: 4371318
165 Lennon Lane, Ste 200, Walnut Creek, CA 94598

Joseph Kalinowski (CRD# 4371318) is an Investment Advisor Representative working at Thomas Doll in Walnut Creek, CA and has 1 year of experience in the finance industry.

6
Steven E. Leininger
CRD#: 1041102
165 Lennon Ln, Ste 200, Walnut Creek, CA 94598

Steven Leininger (CRD# 1041102) is an Investment Advisor Representative working at Thomas Doll in Walnut Creek, CA and has over 38 years of experience in the finance industry.

7
Jared M. Nelson
CRD#: 5488344
165 Lennon Lane, Suite 200, Walnut Creek, CA 94598

Jared Nelson (CRD# 5488344) is an Investment Advisor Representative working at Thomas Doll in Walnut Creek, CA and has over 12 years of experience in the finance industry.

8
Barry W. Oliver
CRD#: 4371320
165 Lennon Ln, Ste 200, Walnut Creek, CA 94598

Barry Oliver (CRD# 4371320) is an Investment Advisor Representative working at Thomas Doll in Walnut Creek, CA and has 1 year of experience in the finance industry.

9
Todd A. Rouleau
CRD#: 4147813
165 Lennon Lane, Suite 200, Walnut Creek, CA 94598

Todd Rouleau (CRD# 4147813) is an Investment Advisor Representative working at Thomas Doll in Walnut Creek, CA and has over 19 years of experience in the finance industry. Todd Rouleau 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.

10
John H. Werhan
CRD#: 4371323
165 Lennon Ln, Ste 200, Walnut Creek, CA 94598

John Werhan (CRD# 4371323) is an Investment Advisor Representative working at Thomas Doll in Walnut Creek, CA and has over 20 years of experience in the finance industry.

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