Kaliko Veiseh, financial advisor Bellaire TX

Kaliko Veiseh

CRD Number: 5386904
Current Firm: Soundmark Wealth Management, LLC

Kaliko Veiseh (CRD# 5386904) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Bellaire, TX and has over 16 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Soundmark Wealth Management Kirkland, WA Dec 2008 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Kaliko M. Veiseh
Phone Number: 425-820-1769
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    411
    MILLIONS
  • Total Number of Accounts
    805
    ACCOUNTS
  • Average Account Value
    $510,603
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, FL, LA, NY, OR, TX, UT, WA

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