Olivia Foppiano (CRD# 7246978) is an Investment Advisor Representative working at Edward Jones in Healdsburg, CA and has over 3 years of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 5598677
Mai Capital Management, LLC
CRD# 2087674
Securities America Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | May 2021 - Current | 3 |
Charles Schwab & Company, Inc. | Corte Madera, CA | Mar 2020 - Apr 2021 | 1 |
Remind | San Francisco, CA | Jan 2019 - Mar 2020 | 1 |
Unemployed | Windsor, CA | Jul 2018 - Dec 2019 | 1 |
Sofi | San Francisco, CA | Nov 2016 - Jun 2018 | 1 |
Mountjoy Sparkling | Petaluma, CA | Aug 2017 - Oct 2017 | < 1 |
Wild Goat Edge Foundation | Santa Rosa, CA | Oct 2016 - Nov 2016 | < 1 |
Unemployed | Windsor, CA | May 2016 - Sep 2016 | < 1 |
Whittier College | Whittier, CA | Sep 2012 - Apr 2016 | 3 |
Sofi | Healdsburg, CA | Jun 2015 - Jan 2016 | < 1 |
Sonic | Santa Rosa, CA | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2020 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- CA
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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