David
Harlow
Thomas Doll
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About this Advisor
David Harlow is a financial advisor based in Walnut Creek, California, working with Thomas Doll. David has previously held positions at Capital Performance Advisors LLP, Thomas, Wirig, Doll & Company, CPAs, and TWD Payroll, Inc. David has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, David is part of Thomas Doll, which operates out of Walnut Creek, California. The firm has 13 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Thomas Doll includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Thomas Doll Brokerage Details
$1,415,615,957
13
2,614
$541,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Harlow Work History
Twd Payroll, Inc
Capital Performance Advisors Llp
Thomas, Wirig, Doll & Company, Cpas
Disclosures
Please visit the SEC profile of David Harlow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thomas Doll
Walnut Creek, CA
Walnut Creek, CA
Pleasanton, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
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