Erin Hadley, financial advisor Burlingame CA
101 score

Erin Hadley

CRD Number: 5961325
Current 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.

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Professional Designations
Company Name Location Dates Years
Occidental Asset Management, LLC Burlingame, CA Oct 2015 - Current 1
Personal Financial Consultants, Inc. Emeryville, CA Jan 2007 - Oct 2015 8
Unemployed Los Angeles, CA Apr 2006 - Dec 2006 < 1

Erin Hadley has no recent exams reported.
Contact Info for Erin A. Hadley
By the Numbers
  • Total Assets Under Management
    165
    MILLIONS
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $412,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, HI, TX, WA

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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