Thomas Doll

Thomas Doll (CRD# 108052) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $1,415,615,957 in 2,614 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,416
    MILLION
  • Total Number of Accounts
    2,614
    ACCOUNTS
  • Average Account Value
    $541,552
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Thomas Doll
Showing 1 - 10 of 11 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 11 years of experience in the finance industry.

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 11 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 18 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 13 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
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 15 years of experience in the finance industry.

7
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.

8
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 22 years of experience in the finance industry.

9
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 24 years of experience in the finance industry.

10
Brett A. Lemmon
CRD#: 7132109
165 Lennon Lane, Suite 200, Walnut Creek, CA 94598

Brett Lemmon (CRD# 7132109) is an Investment Advisor Representative working at Thomas Doll in Walnut Creek, CA and has over 4 years of experience in the finance industry.

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