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.
Meyers Wealth Management
Fairway Asset Management, Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||Feb 2016 - Current||< 1|
|Mirador Capital Partners, LP||Pleasanton, CA||Jan 2015 - Current||1|
|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
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