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Distance Only Tiburon, 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
Scott Arwin (CRD# 2370692) is an Investment Advisor Representative working at Ring Mountain Capital, LLC in Tiburon, CA and has over 30 years of experience in the finance industry.
Steven Bendinelli (CRD# 1320555) is an Investment Advisor Representative working at Nbc Pardners in Tiburon, CA and has over 20 years of experience in the finance industry.
Mary Bersot (CRD# 4648363) is an Investment Advisor Representative working at Bersot Capital Management, LLC in Tiburon, CA and has 1 year of experience in the finance industry.
Lyle Bonn (CRD# 717880) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 43 years of experience in the finance industry.
Stephen Bradley (CRD# 28342) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 38 years of experience in the finance industry.
Stephen Bradley (CRD# 4902208) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 16 years of experience in the finance industry.
Starrett Dalton (CRD# 1296598) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Tiburon, CA and has over 32 years of experience in the finance industry.
Marc Edwards (CRD# 75861) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 32 years of experience in the finance industry.
Patricia Fata (CRD# 4189201) is an Investment Advisor Representative working at Fata Financial in Belvedere, CA and has over 23 years of experience in the finance industry. Patricia Fata 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.
Stephanie Fenster (CRD# 5012196) is an Investment Advisor Representative working at Itero Capital, LLC in Tiburon, CA and has over 18 years of experience in the finance industry.