Jim Crocker
Financial Advisor @Three Oaks Advisory Group
Danville, CA, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Dec 2021 — Present
Financial Advisor @Three Oaks Advisory Group
View department →
Walnut Creek, CA, US
Helping individuals, families, and small businesses make smart decisions about investing, insurance, retirement, college financing, and major life transitions. CA Insurance Lic 0G56932Contact me advisory services are offered through Apeiron, LLC, SEC Registered Investment Advisors.
EDUCATION
1976 — 1983
San Diego State University
BS, MS
SKILLS
Financial PlanningSeries 7Small BusinessInvestment ManagementAlternative InvestmentsRetirement PlanningFinraPortfolio ManagementAsset ManagementFinancial AdvisoryAsset ManagmentRetirementStrategic Financial PlanningMutual FundsRisk ManagementLife InsuranceFinanceInvestmentsCertified Divorce Financial AnalystInvestment AdvisoryWealth Management ServicesSecuritiesWealth ManagementInsurance
ABOUT JIM CROCKER
Specialties: Financial Planning, Investment Management, Life Insurance, Alternative…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.