Cole Silva (CRD# 7783844) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Hollister, CA and has 1 year of experience in the finance industry.
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1385904
Andresen & Associates Inc.
CRD# 5857983
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Creative Financial Designs | Kokomo, IN | Jan 2024 - Current | < 1 |
Cfd Investments | Kokomo, IN | Aug 2023 - Current | < 1 |
Cotari | Gilroy, CA | Jun 2023 - Current | < 1 |
Hope Services | Hollister/gilroy, CA | Jul 2022 - Current | 1 |
Thomas Edison State University | Trent, NJ | Jan 2017 - May 2022 | 5 |
Java Express | Hollister, CA | Jan 2020 - Jan 2021 | 1 |
Hollister Downtown Association | Hollister, CA | May 2017 - Oct 2019 | 2 |
The Grove By Leal | Hollister, CA | Sep 2016 - Oct 2019 | 3 |
Sakata Seed | Morgan Hill, CA | Jun 2018 - Sep 2018 | < 1 |
Teen Force | Morgan Hill, CA | Sep 2016 - Jan 2017 | < 1 |
Discovery Counseling Centers | Morgan Hill, CA | Sep 2014 - Jul 2016 | 1 |
Vine Academy | Morgan Hill, CA | Aug 2013 - Jun 2016 | 2 |
S.v. Flex Academy | Morgan Hill, CA | Sep 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- CA
-
Total Assets Under Management2,082MILLIONS
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Total Number of Accounts12,377ACCOUNTS
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Average Account Value$168,226
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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