Audrey Glafkides, financial advisor Pleasanton CA
96 score

Audrey Glafkides

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Audrey D. Glafkides
Phone Number: 925-621-1000
Firm Website: http://www.miradorcp.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    199
    MILLIONS
  • Total Number of Accounts
    1,072
    ACCOUNTS
  • Average Account Value
    $185,624
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, HI, LA, OR, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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