Vishal Kumar (CRD# 5763449) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors in Burlingame, CA and has over 11 years 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 | San Francisco, CA | Dec 2022 - Current | 1 |
| Lpl Financial, LLC | San Francisco, CA | Mar 2015 - Dec 2022 | 7 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Mar 2013 - Mar 2015 | 2 |
| Northwestern Mutual Investment Services, LLC | San Francisco, CA | Jun 2012 - Mar 2015 | 2 |
| Northwestern Mututal Investment Services, LLC | San Francisco, CA | Feb 2012 - Mar 2015 | 3 |
| Tushar Kumar | San Francisco, CA | Apr 2011 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
- CA
- NY
- 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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