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...

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...

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...