Dezaree Seeds (CRD# 5978580) is an Investment Advisor Representative working at Sierra Ocean, LLC in Ripon, CA and has over 11 years of experience in the finance industry. Dezaree Seeds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6469228
Integral Wealth Management
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sierra Ocean, LLC | Ripon, CA | Jun 2021 - Current | 2 |
| Goldman Sachs Personal Financial Management | Modesto, CA | Jul 2019 - Jun 2021 | 1 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Aug 2014 - Jul 2019 | 4 |
| Valley Wealth, Inc. | Modesto, CA | Feb 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- CA
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Total Assets Under Management395MILLIONS
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Total Number of Accounts507ACCOUNTS
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Average Account Value$779,243
- A percentage of assets under your management
- 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)
CA
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