Ann Xaipanya (CRD# 7654721) is an Investment Advisor Representative working at Edward Jones in Merced, CA and has 1 year of experience in the finance industry.
CRD# 6469228
Integral Wealth Management
CRD# 4173032
Titan Capital Management
CRD# 4554655
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Nov 2022 - Current | 1 |
| Unemployed | Fresno, CA | Mar 2022 - Oct 2022 | < 1 |
| Opek Investments LLC | Fresno, CA | Oct 2020 - Feb 2022 | 1 |
| Unemployed | Fresno, CA | Mar 2020 - Sep 2020 | < 1 |
| Target | Bakersfield, CA | Aug 2019 - Feb 2020 | < 1 |
| Student | Fresno, CA | Aug 2016 - Jul 2019 | 2 |
| Educational Employees Credit Union | Fresno, CA | May 2017 - Apr 2018 | < 1 |
| Educational Employees Credit Union | Reedley, CA | Sep 2016 - May 2017 | < 1 |
| State Center Community College District | Reedley, CA | Sep 2014 - Dec 2016 | 2 |
| Hino Oishi Fresno Inc. | Fresno, CA | Jun 2016 - Oct 2016 | < 1 |
| Student | Reedley, CA | Feb 2013 - May 2016 | 3 |
| California Teaching Fellows | Fresno, CA | Apr 2015 - Jan 2016 | < 1 |
| Usda Farm Service Agency | Fresno, CA | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- CA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
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