Sean Sexton (CRD# 7608082) is an Investment Advisor Representative working at Archvest Wealth Advisors, Inc. in Concord, 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 |
|---|---|---|---|
| Archvest Wealth Advisors | Concord, CA | Oct 2023 - Current | < 1 |
| Unemployed | Pleasanton, CA | May 2023 - Oct 2023 | < 1 |
| Door Dash | Pleasanton, CA | Apr 2023 - Jun 2023 | < 1 |
| Cal St. Long Beach | Long Beach, CA | Aug 2020 - May 2023 | 2 |
| Heffernan Financial Services | Walnut Creek, CA | May 2022 - Aug 2022 | < 1 |
| Baja Shariseez | Hermosa Beach, CA | May 2021 - Sep 2021 | < 1 |
| Old Navy | San Francisco, CA | Feb 2020 - Aug 2020 | < 1 |
| Las Positas Community College | Livermore, CA | Aug 2018 - May 2020 | 1 |
| Door Dash | Pleasanton, CA | Jul 2019 - Feb 2020 | < 1 |
| Miracle Auto Body | Pleasanton, CA | Apr 2017 - Feb 2020 | 2 |
| Four Star Erectors | Livermore, CA | Jun 2019 - Aug 2019 | < 1 |
| Student | Pleasanton, CA | Aug 2005 - Aug 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- CA
-
Total Assets Under Management282MILLIONS
-
Total Number of Accounts293ACCOUNTS
-
Average Account Value$960,751
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, NY, TX
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