Arthur AmbarikCRD Number: 4447307
Current Firm: Perigon Wealth Management, LLC
Arthur Ambarik (CRD# 4447307) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 15 years of experience in the finance industry. Arthur Ambarik 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.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Perigon Partners, LLC||San Francisco, CA||Jan 2013 - Current||3|
|Yellowbrickroad Financial Advisors, LLC||San Francisco, CA||Jan 2011 - Dec 2012||1|
|John S. Ohmer||San Francisco, CA||Dec 2004 - May 2011||6|
|Lpl Financial Services||San Diego, CA||Sep 2003 - May 2011||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management722MILLIONS
Total Number of Accounts587ACCOUNTS
Average Account Value$1,229,772
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CT, FL, HI, IL, MA, ME, NH, OR, TX, WA
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