Anton BayerCRD Number: 1043657
Current Firm: Up Capital Management, Inc.
Anton Bayer (CRD# 1043657) is an Investment Advisor Representative working at Up Capital Management, Inc. in Granite Bay, CA and has over 30 years of experience in the finance industry. Anton Bayer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Up Capital Management, Inc.||Granite Bay, CA||Jun 2012 - Current||4|
|Lpl Financial, LLC||Granite Bay, CA||Nov 2011 - Dec 2014||3|
|Cbiz Benefits & Insurance Services, Inc.||San Jose, CA||Jun 2000 - Nov 2011||11|
|Securities America, Inc.||San Jose, CA||Aug 2009 - Oct 2011||2|
|Cbiz Financial Solutions, Inc.||San Jose, CA||Jul 2002 - Aug 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1986|
|S65||NASAA Investment Advisors Law Examination||Jan 2000|
Total Assets Under Management159MILLIONS
Total Number of Accounts224ACCOUNTS
Average Account Value$711,010
- 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
- Publication of periodicals or newsletters
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