Nella WebsterCRD Number: 1894552
Current Firm: Palo Capital, Inc.
Nella Webster (CRD# 1894552) is an Investment Advisor Representative working at Palo Capital, Inc. in Newport Beach, CA and has over 22 years of experience in the finance industry. Nella Webster 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.
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|Palo Capital||Newport Beach, CA||Sep 2009 - Current||7|
|First Foundation Bank||Irvine, CA||Jul 2008 - Sep 2009||1|
|First American Trust, Fsb||Santa Ana, CA||Oct 2003 - Jul 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1995|
Total Assets Under Management175MILLIONS
Total Number of Accounts337ACCOUNTS
Average Account Value$519,895
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses