Edgar Salinas (CRD# 5321944) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Mission, TX and has over 17 years of experience in the finance industry. Edgar Salinas has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Perigon Wealth Management, LLC | Mission, TX | Jan 2020 - Current | 4 |
Fair Capital, Inc. | San Francisco, CA | Jun 2018 - Current | 6 |
Ehs Software | San Francisco, CA | Oct 2016 - Aug 2018 | 1 |
Business Consultant | San Diego, CA | May 2015 - Sep 2016 | 1 |
Axa Advisors, LLC | New York, NY | Apr 2007 - Apr 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- TX
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Total Assets Under Management6,941MILLIONS
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Total Number of Accounts11,428ACCOUNTS
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Average Account Value$607,363
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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