Paige Carmona (CRD# 7057680) is an Investment Advisor Representative working at Empirical Wealth Management in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Empirical Wealth Management | San Francisco, CA | Jul 2022 - Current | 1 |
| Fisher Investments | Woodside, CA | Sep 2021 - Jun 2022 | < 1 |
| Fisher Investments | Camas, WA | Aug 2019 - Sep 2021 | 2 |
| University Of Oregon Athletics | Eugene, OR | Sep 2017 - Jun 2019 | 1 |
| University Of Oregon | Eugene, OR | Sep 2015 - Jun 2019 | 3 |
| South Torrance High School | Torrance, CA | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- WA
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Total Assets Under Management5,525MILLIONS
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Total Number of Accounts7,267ACCOUNTS
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Average Account Value$760,312
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI, WY
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