Annamalai Rajendran (CRD# 2458038) is an Investment Advisor Representative working at Family Cfo Inc. in Los Altos, CA and has 1 year of experience in the finance industry. Annamalai Rajendran 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.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Family Cfo, Inc. | Los Altos, CA | Sep 2003 - Current | 20 |
- CA
-
Total Assets Under Management212MILLIONS
-
Total Number of Accounts196ACCOUNTS
-
Average Account Value$1,080,143
- 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
CA
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