Anthony Borba Jr (CRD# 6856662) is an Investment Advisor Representative working at Breen Wealth Management, LLC in Petaluma, CA and has over 6 years of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Breen Wealth Management | Petaluma, CA | Dec 2017 - Current | 6 |
| Breen Wealth Management | Petaluma, CA | Dec 2015 - Dec 2017 | 2 |
| Pacific Catch | Madera, CA | Oct 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- CA
-
Total Assets Under Management234MILLIONS
-
Total Number of Accounts601ACCOUNTS
-
Average Account Value$389,929
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
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