Anthony Blagrove (CRD# 4949351) is an Investment Advisor Representative working at Traveka Wealth, LLC in San Jose, CA and has over 16 years of experience in the finance industry. Anthony Blagrove 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
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Traveka Wealth, LLC | San Jose, CA | Oct 2023 - Current | < 1 |
| Goldman Sachs Personal Financial Management | Los Altos / Menlo Park, CA | Jul 2019 - Oct 2023 | 4 |
| United Capital Financial Partners | Los Altos, CA | Dec 2015 - Jul 2019 | 3 |
| Bedrock Capital Management, Inc. | Los Altos, CA | Dec 2007 - Dec 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
- CA
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Total Assets Under Management531MILLIONS
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Total Number of Accounts836ACCOUNTS
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Average Account Value$635,579
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, NY, TX, WA
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