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Distance Only Novato, CA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Gary Butler (CRD# 5349294) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Novato, CA and has over 16 years of experience in the finance industry.
Glen Calkins (CRD# 3121187) is an Investment Advisor Representative working at Western International Securities in Novato, CA and has over 25 years of experience in the finance industry.
Shawn Campas (CRD# 6100534) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Novato, CA and has over 9 years of experience in the finance industry. Shawn Campas 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.
Brian Carlson (CRD# 3062835) is an Investment Advisor Representative working at Hennessy Advisors, Inc. in Novato, CA and has over 26 years of experience in the finance industry.
George Craig (CRD# 3261948) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 24 years of experience in the finance industry.
Joseph Delaney (CRD# 1741821) is an Investment Advisor Representative working at Robertson Stephens in Novato, CA and has over 20 years of experience in the finance industry.
Michael Dolan (CRD# 2258670) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Novato, CA and has over 21 years of experience in the finance industry.
Gary Dunne (CRD# 2699486) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Novato, CA and has over 28 years of experience in the finance industry.
Troy Evans (CRD# 3069014) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Novato, CA and has over 25 years of experience in the finance industry.
Matthew Fannin (CRD# 3166145) is an Investment Advisor Representative working at Alpha Wealth Management And Planning LLC in Novato, CA and has over 25 years of experience in the finance industry.