Anthony Latos, financial advisor Los Gatos CA
88 score

Anthony Latos

CRD Number: 6427891
Current Firm: Opes Advisors, Inc.

Anthony Latos (CRD# 6427891) is an Investment Advisor Representative working at Opes Advisors, Inc. in Los Gatos, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Opes Advisors Los Gatos, CA Sep 2014 - Current 2
Western Bancorp San Jose, CA May 2014 - Sep 2014 < 1
Na Na, CA Jan 2014 - May 2014 < 1
Mason Mcduffie Mortgage San Ramon, CA Nov 2013 - Jan 2014 < 1
Peoples Bank Campbell, CA Mar 2011 - Nov 2013 2
Skyline Finacial San Jose, CA Apr 2010 - Mar 2011 < 1
Self-employed Morgan Hill, CA Dec 2009 - Apr 2010 < 1
Princeton Capital Los Gatos, CA Feb 2001 - Dec 2009 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Anthony J. Latos
Phone Number: 408-831-5804
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    299
    MILLIONS
  • Total Number of Accounts
    874
    ACCOUNTS
  • Average Account Value
    $341,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, OR, TX, WA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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