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Distance Metro area (25 miles)
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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
Kathleen Griffin Chase (CRD# 6075490) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Novato, CA and has over 11 years of experience in the finance industry.
Daniel Grimes (CRD# 1809655) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vacaville, CA and has over 25 years of experience in the finance industry.
Lawrence Grossman (CRD# 2250720) is an Investment Advisor Representative working at Grossman Financial Management in Benicia, CA and has over 31 years of experience in the finance industry. Lawrence Grossman 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.
Eddy Gutierrez (CRD# 2247435) is an Investment Advisor Representative working at Wells Fargo Advisors in San Rafael, CA and has over 31 years of experience in the finance industry.
Austin Gwilliam (CRD# 4503010) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 22 years of experience in the finance industry.
Michael Haas (CRD# 5490416) is an Investment Advisor Representative working at Mcm Wealth in Petaluma, CA and has 1 year of experience in the finance industry. Michael Haas 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.
James Hague (CRD# 2974990) is an Investment Advisor Representative working at Janian Investment Advisers, LLC in Santa Rosa, CA and has over 11 years of experience in the finance industry.
Nancy Hairsine (CRD# 702783) is an Investment Advisor Representative working at Lifemark Securities Corp. in Pittsburg, CA and has over 23 years of experience in the finance industry. Nancy Hairsine 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.
Geoffrey Hakim (CRD# 2322348) is an Investment Advisor Representative working at Mcm Wealth in Novato, CA and has over 29 years of experience in the finance industry. Geoffrey Hakim 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.
John Hall (CRD# 2542825) is an Investment Advisor Representative working at Mariner Independent in Benicia, CA and has over 29 years of experience in the finance industry.