Erin Hadley
CRD Number: 5961325Current Firm: Occidental Asset Management, LLC
Compensation Model: Fee Only
Erin Hadley (CRD# 5961325) is an Investment Advisor Representative at Occidental Asset Management, LLC in Burlingame, CA and has over 9 years experience in the finance industry.
Erin Hadley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Occidental Asset Management, LLC | Burlingame, CA | Oct 2015 - Current | 8 |
| Personal Financial Consultants, Inc. | Emeryville, CA | Jan 2007 - Oct 2015 | 8 |
- CA
-
Total Assets Under Management625MILLIONS
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Total Number of Accounts1,455ACCOUNTS
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Average Account Value$429,869
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, FL, GA, HI, IN, LA, NM, PA, SC, TX, WA
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