Broker Check

GARY CROXALL, CFP®

Registered Principal of LPL Financial

831-661-4006

gary.croxall@lpl.com

The Principal of Croxall Capital Planning is Gary E. Croxall, CFP®. Gary is a Registered Representative and a General Securities Principal with LPL Financial. He is licensed by the State of California Department of Insurance as a...

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SOREN CROXALL, CFA, CFP®

Registered Representative of LPL Financial

831-661-4006

soren.croxall@lpl.com

Soren is a Registered Representative and Investment Advisor Representative of LPL Financial. She is licensed by the state of California Department of Insurance as a Life, Accident and Health, and Variable Contracts agent (CA Insurance...

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DAWN CROXALL

Director of Business Operations

831-661-4006

dawn.croxall@lpl.com

Dawn Croxall is the Managing Partner of Croxall Capital Planning. She is a Registered Sales Assistant of LPL Financial and heads operations and marketing for Croxall Capital Planning. Dawn has been active in the securities industry...

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