Kepa Eizaguirre-Borreson (CRD# 6646145) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Northampton, MA and has over 4 years of experience in the finance industry.
CRD# 4385290
Lpl Financial LLC
CRD# 6423673
Ubs Financial Services Inc.
CRD# 1748546
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Northampton, MA | Nov 2023 - Current | < 1 |
| Mindful Financials LLC | Northampton, MA | May 2016 - Current | 8 |
| H&r Block | Hadley, MA | Jan 2018 - Apr 2018 | < 1 |
| H&r Block | Hadley, MA | Jan 2017 - Apr 2017 | < 1 |
| New Puffton Village Limited Partnership | Amherst, MA | Jun 2016 - Aug 2016 | < 1 |
| H&r Block | Hadley, MA | Jan 2016 - Apr 2016 | < 1 |
| Unemployed | Amherst, MA | Sep 2015 - Dec 2015 | < 1 |
| New Puffton Limited Partnership | Amherst, MA | Jun 2015 - Aug 2015 | < 1 |
| Unemployed | Amherst, MA | Sep 2014 - May 2015 | < 1 |
| New Pufton Limitted Partnership | Amherst, MA | Jun 2014 - Aug 2014 | < 1 |
| Gladu Landscaping | Belchertown, MA | May 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2019 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- MA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
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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