Easan Arulanantham (CRD# 7015816) is an Investment Advisor Representative working at Retirement Capital Strategies, Inc. in San Jose, CA and has 1 year of experience in the finance industry.
CRD# 4412305
Wells Fargo Clearing Services, LLC
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Capital Strategies | San Jose, CA | Mar 2020 - Current | 2 |
| Academyx | Santa Clara, CA | Jan 2019 - Feb 2020 | 1 |
| Unemployed | Sunnyvale, CA | Jan 2018 - Jan 2019 | 1 |
| Innit | Redwood City, CA | Aug 2017 - Dec 2017 | < 1 |
| Student | Sunnyvale, CA | May 2016 - Jul 2017 | 1 |
| Piggy Bank | Sunnyvale, CA | Apr 2016 - May 2016 | < 1 |
| Unemployed | Sunnyvale, CA | Jun 2015 - Mar 2016 | < 1 |
| Pivotmail | Sunnyvale, CA | Sep 2014 - Jun 2015 | < 1 |
| Student | Wellesley, MA | Sep 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- CA
-
Total Assets Under Management296MILLIONS
-
Total Number of Accounts664ACCOUNTS
-
Average Account Value$445,781
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, NH, OR, TX
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