Peter Ta (CRD# 7815638) is an Investment Advisor Representative working at Ttp Investments, Inc. in San Jose, CA and has 1 year of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ttp Investments | San Jose, CA | Jan 2022 - Current | 2 |
Unemployed | San Jose, CA | Jun 2021 - Dec 2021 | < 1 |
San Jose State University | San Jose, CA | Aug 2019 - May 2021 | 1 |
Target | San Jose, CA | Oct 2019 - Aug 2020 | < 1 |
Smart & Final | San Jose, CA | May 2017 - Aug 2019 | 2 |
De Anza Community College | Cupertino, CA | Jun 2016 - Mar 2019 | 2 |
Taco Bell | San Jose, CA | Jan 2017 - Apr 2017 | < 1 |
Andrew Hill High School | San Jose, CA | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- CA
- IL
- NH
- TX
-
Total Assets Under Management405MILLIONS
-
Total Number of Accounts986ACCOUNTS
-
Average Account Value$411,233
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, IL, NH, TX
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