Reese Rifredi (CRD# 7867565) is an Investment Advisor Representative working at Kane Investment Management, Inc. in Los Gatos, CA and has 1 year of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kane Investment Management, Inc. | Los Gatos, CA | Oct 2023 - Current | < 1 |
| N/a | Los Gatos, CA | May 2023 - Sep 2023 | < 1 |
| Loyola Marymount University | Los Angeles, CA | Aug 2019 - May 2023 | 3 |
| Optimist Made | Los Angeles, CA | Feb 2022 - Aug 2022 | < 1 |
| Get Smart Labs | Los Gatos, CA | Mar 2021 - Jul 2021 | < 1 |
| Rpm Training | Los Gatos, CA | Aug 2017 - Jan 2021 | 3 |
| N/a | Los Gatos, CA | Feb 2014 - Jul 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- CA
-
Total Assets Under Management130MILLIONS
-
Total Number of Accounts370ACCOUNTS
-
Average Account Value$350,784
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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