Eric SigdestadCRD Number: 3140614
Current Firm: Sigdestad Financial, Inc.
Eric Sigdestad (CRD# 3140614) is an Investment Advisor Representative working at Sigdestad Financial, Inc. in San Diego, CA and has over 17 years of experience in the finance industry. Eric Sigdestad 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.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Sigdestad Financial||San Diego, CA||Sep 2010 - Current||6|
|Purse Kaplan Sterling Investments||Albany, NY||Sep 2010 - Oct 2013||3|
|Linsco/private Ledger||San Diego, CA||Jan 2007 - Aug 2010||3|
|Financial Network||San Diego, CA||May 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Total Assets Under Management143MILLIONS
Total Number of Accounts481ACCOUNTS
Average Account Value$296,908
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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