Tabitha Balthasar-Baguio (CRD# 7373792) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Gatos, CA and has 1 year of experience in the finance industry.
CRD# 4301372
State Farm Investment Management Corp.
CRD# 4094448
Ameriprise Financial Services, LLC
CRD# 1788077
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Shwab & Company, Inc, | Campbell, CA | Feb 2023 - Current | 1 |
Charles Schwab Bank Ssb | Campbell, CA | Feb 2013 - Current | 11 |
Radiant Waxing | Dublin, CA | Jul 2022 - Feb 2023 | < 1 |
Unemployed | Unemployed, CA | Mar 2022 - Jul 2022 | < 1 |
Wells Fargo Clearing Services, LLC | Pleasanton, CA | May 2021 - Mar 2022 | < 1 |
Wells Fargo Bank, Na | Pleasanton, CA | Sep 2016 - Mar 2022 | 5 |
Starbucks | Livermore, CA | Sep 2016 - Oct 2018 | 2 |
Unemployed | Livermore, CA | May 2016 - Aug 2016 | < 1 |
Safeway | Dublin, CA | Nov 2015 - Apr 2016 | < 1 |
Silliman Family And Aquatic Center | Newark, CA | Nov 2014 - Sep 2015 | < 1 |
John F. Kennedy High School | Fremont, CA | Jul 2011 - Sep 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.