Sally Eisenberg (CRD# 7767409) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has 1 year of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sedona Beer Company | Sedona, AZ | Apr 2023 - Current | 1 |
| Page Springs Cellars | Cornville, AZ | May 2022 - Current | 1 |
| Weatherly Asset Management | Del Mar, CA | Nov 2016 - Current | 7 |
| Vipkid | San Diego, CA | Sep 2018 - Mar 2019 | < 1 |
| The Local Pacific Beach | San Diego, CA | Oct 2016 - Aug 2018 | 1 |
| Suna Solutions | San Diego, CA | Aug 2016 - Nov 2016 | < 1 |
| Extended Travel | San Diego, CA | Apr 2016 - Aug 2016 | < 1 |
| Hess International Education Group | Kaohsiung, | Aug 2015 - Apr 2016 | < 1 |
| Mr. Peabody's | San Diego, CA | Feb 2015 - Aug 2015 | < 1 |
| The Local Pacific Beach | San Diego, CA | May 2014 - Aug 2015 | 1 |
| Rock Bottom La Jolla | La Jolla, CA | Dec 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- CA
-
Total Assets Under Management1,267MILLIONS
-
Total Number of Accounts1,294ACCOUNTS
-
Average Account Value$978,919
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
AZ, CA, FL, IL, LA, MA, NH, NV, NY, OR, TX, WA
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