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).
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Total Assets Under Management1,416MILLION
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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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.