Joseph Esparraguera, financial advisor Palo Alto CA
88 score

Joseph Esparraguera

CRD Number: 6382701
Current Firm: Rebalance Inc.

Joseph Esparraguera (CRD# 6382701) is an Investment Advisor Representative working at Rebalance Inc. in Palo Alto, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Rebalance Inc. Bethesda, MD Jul 2014 - Current 2
Je Consulting Gaithersburg, MD Apr 2014 - Current 2
Resolvit Resources LLC Vienna, VA Jul 2012 - Mar 2014 1
Palace Laundry Inc. Washington, DC Jan 2009 - Jul 2012 3
Prematics Inc. Vienna, VA Aug 2005 - Jan 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Joseph Esparraguera
Phone Number: 650-396-3900
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    334
    MILLIONS
  • Total Number of Accounts
    743
    ACCOUNTS
  • Average Account Value
    $449,529
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MN, NC, NJ, NM, NY, OH, OR, PA, TX, VA, WA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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