Anton Bayer, financial advisor Granite Bay CA
96 score

Anton Bayer

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Anton J. Bayer
Phone Number: 916-520-6420
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States


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