Michael Tuft (CRD# 1198812) is an Investment Advisor Representative working at Yrd Retirement Plan Advisors in San Jose, CA and has over 40 years 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 |
|---|---|---|---|
| Yrd Retirement Plan Advisors | San Jose, CA | Jul 2014 - Current | 9 |
| Tuft Associates | San Jose, CA | Jan 2003 - Current | 21 |
| Financial Telesis Inc. | San Rafael, CA | May 2003 - Jul 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
- CA
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$1,750,000
- A percentage of assets under your management
- Pension consulting services
- Educational seminars/workshops
CA
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