Audrey GlafkidesCRD Number: 5615647
Current Firm: Mirador Capital Partners
Audrey Glafkides (CRD# 5615647) is an Investment Advisor Representative working at Mirador Capital Partners in Pleasanton, CA and has over 7 years of experience in the finance industry. Audrey Glafkides 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.
Altos Investments, Inc.
Blossom Wealth Management, LLC
Meyers Wealth Management
|Purshe Kaplan Sterling Investments||Albany, NY||Feb 2016 - Current||1|
|Mirador Capital Partners, LP||Pleasanton, CA||Jan 2015 - Current||2|
|Sanctuary Securities LLC||San Francisco, CA||Jul 2013 - Feb 2016||2|
|Sanctuary Wealth Advisors, LLC||San Francisco, CA||Jul 2013 - Jan 2015||1|
|Morgan Stanley Smith Barney||Pleasanton, CA||Jun 2009 - Jul 2013||4|
|Morgan Stanley||Pleasanton, CA||Oct 2008 - Jul 2013||4|
|Chicago Title Company||Pleasanton, CA||Dec 2007 - Oct 2008||< 1|
|Alliance Title Company||Pleasanton, CA||Apr 2004 - Dec 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
Total Assets Under Management199MILLIONS
Total Number of Accounts1,072ACCOUNTS
Average Account Value$185,624
- 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
CA, HI, LA, OR, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.