Indigo Birdsong
CRD Number: 7483227Current Firm: Trufinancial Registered Investment Advisory Services, Inc.
Indigo Birdsong (CRD# 7483227) is an Investment Advisor Representative working at Trufinancial Registered Investment Advisory Services, Inc. in San Diego, CA and has over 2 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 4503027
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trufinancial Registered Investment Advisory Services, Inc. | San Diego, CA | Dec 2021 - Current | 2 |
| Trufinancial | San Diego, CA | Jun 2021 - Current | 2 |
| San Diego State University | San Diego, CA | Aug 2017 - May 2021 | 3 |
| San Luis Obispo High School | San Luis Obispo, CA | Dec 2011 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- CA
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts425ACCOUNTS
-
Average Account Value$44,829
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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