Monica PadillaCRD Number: 1370322
Current Firm: American Investors Co
Monica Padilla (CRD# 1370322) is an Investment Advisor Representative working at American Investors Co in Danville, CA and has over 26 years of experience in the finance industry. Monica Padilla 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
Jurika, Mills & Keifer, LLC
|American Investors Company||San Ramon, CA||Jul 1997 - Current||20|
|American Investors Company||San Ramon, CA||Jan 1990 - Current||28|
|Monica Padilla Froning, Sole Proprietor||Danville, CA||Sep 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1991|
Total Assets Under Management345MILLIONS
Total Number of Accounts1,773ACCOUNTS
Average Account Value$194,501
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, MD, NV, NY, OR, TX, WA
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