Tanya WelchCRD Number: 5416129
Current Firm: Bakeravenue
Tanya Welch (CRD# 5416129) is an Investment Advisor Representative working at Bakeravenue in San Francisco, CA and has over 9 years of experience in the finance industry. Tanya Welch 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
|Baker Avenue Asset Management LP||San Francisco, CA||Feb 2015 - Current||1|
|Polaris Wealth Advisers, LLC||San Francisco, CA||Oct 2012 - Feb 2015||2|
|Polaris Equity Management, Inc.||San Francisco, CA||Sep 2010 - Feb 2015||4|
|Extended Travel/unemployed||San Francisco, CA||Oct 2009 - Sep 2010||< 1|
|Ubs Financial Services Inc.||San Francisco, CA||Aug 2007 - Oct 2009||2|
|Extended Travel/unemployed||Pahrump, NV||Nov 2006 - Aug 2007||< 1|
|Guardsmark||San Francisco, CA||Aug 2001 - Nov 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management879MILLIONS
Total Number of Accounts1,403ACCOUNTS
Average Account Value$626,515
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MI, NC, NH, NJ, NV, NY, OK, PA, TX, UT, VA, WA
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