Timothy SalungaCRD Number: 5627351
Current Firm: Sigfig Wealth Management LLC
Timothy Salunga (CRD# 5627351) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in San Francisco, CA and has over 6 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Sigfig Wealth Management||San Francisco, CA||Jan 2014 - Current||3|
|Tdameritrade Inc.||San Francisco, CA||Dec 2012 - Dec 2013||1|
|Fidelity Investments||Dublin, CA||Aug 2011 - Dec 2012||1|
|Scottrade, Inc.||San Diego, CA||Feb 2009 - Jul 2011||2|
|University Of California, Irvine||Irvine, CA||Sep 2005 - Jun 2010||4|
|Shuster Financial, LLC||Irvine, CA||Jan 2007 - Jan 2008||1|
|Miramar Sports Complex||San Diego, CA||Jul 2006 - Dec 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2010|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management94MILLIONS
Total Number of Accounts1,814ACCOUNTS
Average Account Value$51,674
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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