Sultan Beardsley (CRD# 7411357) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors 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 |
---|---|---|---|
Twin Peaks Wealth Advisors, LLC | Los Angeles, CA | Mar 2022 - Current | 2 |
Lpl Financial | Los Angeles, CA | Jun 2021 - Feb 2022 | < 1 |
Swing Education | San Francisco, CA | Jan 2019 - May 2021 | 2 |
University Of Florida | Gainsville, FL | Jan 2018 - Dec 2018 | < 1 |
University Of Minnesota | Saint Paul, MN | Jun 2017 - Dec 2017 | < 1 |
Unemployed | Saint Paul, MN | Nov 2016 - May 2017 | < 1 |
Olam Spice Vegetables | Hanford, CA | Aug 2016 - Oct 2016 | < 1 |
University Of California - Davis | Davis, CA | Sep 2011 - Jul 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- CA
- TX
-
Total Assets Under Management319MILLIONS
-
Total Number of Accounts1,402ACCOUNTS
-
Average Account Value$227,176
- 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, CO, LA, NY, TX, WA
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