Atop Inthamala, financial advisor San Jose CA

Atop Inthamala

CRD Number: 6721509
Current Firm: Ubs Financial Services Inc.

Atop Inthamala (CRD# 6721509) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Jose, CA and has over 3 years of experience in the finance industry.

Similar Advisors
Joseph Abad, financial advisor San Jose CA
Joseph P. Abad
CRD# 4412305
Wells Fargo Clearing Services, LLC
Similar Advisors
Fred Abajelo, financial advisor San Jose CA
Fred D. Abajelo
CRD# 1351279
Lpl Financial LLC
Similar Advisors
Richard Abarca, financial advisor San Jose CA
Richard Abarca
CRD# 6828753
Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Ubs Financial Services Inc. San Jose, CA Jan 2017 - Current 4
Ubs Financial Services Inc. San Jose, CA Nov 2016 - Jan 2017 < 1
Min Sok Chon- Korean Bar And Resturant San Diego, CA Aug 2016 - Oct 2016 < 1
San Diego State University San Diego, CA Aug 2013 - May 2016 2
Study Abroad In Japan Fukuoka, Sep 2014 - Aug 2015 < 1
San Diego Public Library San Diego, CA Sep 2012 - Aug 2014 1
San Diego Community College San Diego, CA Aug 2011 - May 2013 1
Pizza Hut San Diego, CA Nov 2011 - Jan 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Atop S. Inthamala
Phone Number: 201-352-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.