Richard Holbrook (CRD# 2413100) is an Investment Advisor Representative working at Holbrook Global Strategies in Foster City, CA and has over 30 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo | Palo Alto, CA | Dec 1998 - Current | 25 |
| Wells Fargo | Palo Alto, CA | Dec 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2003 |
- CA
-
Total Assets Under Management143MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$4,085,714
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA
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