Theresa GarfinkCRD Number: 6313809
Current Firm: Opes Advisors, Inc.
Theresa Garfink (CRD# 6313809) is an Investment Advisor Representative working at Opes Advisors, Inc. in Los Gatos, CA and has over 3 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Opes Advisors||Palo Alto, CA||Jun 2011 - Current||6|
|Western Bankcorp||San Jose, CA||Jun 2009 - Jun 2011||2|
|Diversified Capital||Los Altos, CA||Oct 2000 - Jun 2009||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 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