-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
David Krimm (CRD# 1741740) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 6 years of experience in the finance industry. David Krimm 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.
Paul Krsek (CRD# 716944) is an Investment Advisor Representative working at 5t Wealth, LLC in Napa, CA and has over 43 years of experience in the finance industry.
Autumn Kruse (CRD# 3094615) is an Investment Advisor Representative working at Kruse Financial Strategy in Petaluma, CA and has 1 year of experience in the finance industry. Autumn Kruse 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.
Orissa Kruse (CRD# 2906366) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Rosa, CA and has over 26 years of experience in the finance industry.
Steven Lambert (CRD# 4662696) is an Investment Advisor Representative working at Slr Advisors in Santa Rosa, CA and has over 21 years of experience in the finance industry.
George Lambrix (CRD# 1261093) is an Investment Advisor Representative working at Mml Investors Services, LLC in Napa, CA and has over 32 years of experience in the finance industry.
Tracy Lamond (CRD# 1268552) is an Investment Advisor Representative working at Lpl Financial LLC in Novato, CA and has over 40 years of experience in the finance industry.
Michelle Lang-Payne (CRD# 1938385) is an Investment Advisor Representative working at Gwn Securities Inc. in Healdsburg, CA and has over 13 years of experience in the finance industry. Michelle Lang-Payne 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.
Mark Laughton (CRD# 5736183) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 8 years of experience in the finance industry.
Darrel Lavilla (CRD# 4897620) is an Investment Advisor Representative working at Edward Jones in Petaluma, CA and has over 19 years of experience in the finance industry.