Janice Reisman FincherCRD Number: 5359988
Current Firm: Opes Advisors, Inc.
Janice Reisman Fincher (CRD# 5359988) is an Investment Advisor Representative working at Opes Advisors, Inc. in Cupertino, CA and has over 10 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
Parker Investment Management, LLC
|Opes Advisors, Inc.||Palo Alto, CA||Nov 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management299MILLIONS
Total Number of Accounts874ACCOUNTS
Average Account Value$341,681
- 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
- Selection of other advisers (including private fund managers)
CA, OR, TX, WA