Deirdre Hegarty (CRD# 7856455) is an Investment Advisor Representative working at Guiding Wealth Management, LLC in Burlingame, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boston University | Boston, MA | Jan 2024 - Current | < 1 |
| Guiding Wealth Management LLC | Richardson, TX | Oct 2023 - Current | < 1 |
| Boston University | Boston, MA | Jul 2022 - Sep 2023 | 1 |
| Non-profit Volunteer | Woodside, CA | Apr 2015 - Jul 2022 | 7 |
| Stanford University | Stanford, CA | Apr 2014 - Mar 2015 | < 1 |
| Student | Stanford, CA | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- CA
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$269,331
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NV, PA, RI, TX
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