Isaac Pino (CRD# 6691483) is an Investment Advisor Representative working at Shrier Associates, LLC in Asheville, NC and has over 7 years of experience in the finance industry.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shrier Associates, LLC | Clinton, MA | Mar 2024 - Current | < 1 |
| Huckleberry Capital Management | Eugene, OR | Aug 2016 - Mar 2024 | 7 |
| Redwood Valuation Partners, LLC | Asheville, NC | Jan 2019 - Jan 2021 | 2 |
| Cdc Management Corp. | Eugene, OR | Mar 2015 - Jul 2016 | 1 |
| The Motley Fool | Alexandria, VA | Nov 2011 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- NC
- TX
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts131ACCOUNTS
-
Average Account Value$351,215
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
MA, NC, NH, TX
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