Andres Villegas (CRD# 7274223) is an Investment Advisor Representative working at Goldenstone Wealth Management in El Dorado Hills, CA and has 1 year of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Private Bank | Roseville, CA | Apr 2012 - Jun 2020 | 8 |
- CA
- TX
-
Total Assets Under Management137MILLIONS
-
Total Number of Accounts168ACCOUNTS
-
Average Account Value$814,048
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, TX
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