Cynthia StanfordCRD Number: 5383222
Current Firm: Opes Advisors, Inc.
Cynthia Stanford (CRD# 5383222) is an Investment Advisor Representative working at Opes Advisors, Inc. in Los Gatos, CA and has 1 year of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Opes Advisors, Inc.||Palo Alto, CA||Feb 2007 - Current||9|
|Princeton Capital||Los Gatos, CA||Dec 1994 - Feb 2007||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management299MILLIONS
Total Number of Accounts874ACCOUNTS
Average Account Value$341,681
- 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
- Selection of other advisers (including private fund managers)
CA, OR, TX, WA