Fabian Waldner (CRD# 5403086) is an Investment Advisor Representative working at Eiger Wealth Management, LLC in San Diego, CA and has over 16 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eiger Wealth Management, LLC | San Diego, CA | Jun 2019 - Current | 4 |
| Cornerstone Wealth Management | San Diego, CA | Jul 2007 - Jun 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- CA
- TX
-
Total Assets Under Management272MILLIONS
-
Total Number of Accounts484ACCOUNTS
-
Average Account Value$561,656
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, TX
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