Jeannette Raypholtz (CRD# 4284748) is an Investment Advisor Representative working at Sierra Pacific Wealth Advisory Group Inc. in Fresno, CA and has over 22 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sierra Pacific Wealth Advisory Group Inc. | Fresno, CA | May 2021 - Current | 3 |
| Private Wealth Advisors | Fresno, CA | Dec 2010 - Apr 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- CA
-
Total Assets Under Management64MILLIONS
-
Total Number of Accounts399ACCOUNTS
-
Average Account Value$160,273
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
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