Wei Shao (CRD# 6698023) is an Investment Advisor Representative working at Consonance Wealth Management in Los Gatos, CA and has 1 year of experience in the finance industry.
CRD# 6482246
Pensionmark Financial Group, LLC
CRD# 5946406
J.p. Morgan Securities LLC
CRD# 5084885
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Consonance Wealth Management, LLC | Los Gatos, CA | Aug 2016 - Current | 7 |
| Unemployed | Los Gatos, CA | Apr 2016 - Jul 2016 | < 1 |
| Atherton Lane Advisers, LLC | Menlo Park, CA | May 2006 - Mar 2016 | 9 |
- CA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$417,371
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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