Andre Huaman, financial advisor Los Altos CA
90 score

Andre Huaman

CRD Number: 5959431
Current Firm: Three Bell Capital LLC

Andre Huaman (CRD# 5959431) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Emerson Equity LLC San Mateo, CA Nov 2014 - Current 1
Three Bell Capital LLC Los Altos, CA Jul 2013 - Current 3
Three Bell Capital LLC Los Altos, CA Jun 2012 - Jul 2013 1
California Polytechnic State University Of San Obsipo San Obispo, CA Sep 2007 - Mar 2012 4
Morgan Stanley Los Altos, CA Jul 2011 - Sep 2011 < 1
Three Bridge Wealth Advisors Los Altos, CA Jun 2010 - Sep 2010 < 1
Legal Assistant For Law Office Of Vaughn C. Taus Los Altos, CA Oct 2008 - May 2010 1
N/a N/a, CA Jan 2005 - Sep 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2012
S63 Uniform Securities State Law Examination Jun 2015
Contact Info for Andre E. Huaman
Phone Number: 650-843-9836
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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