Enrique Figueroa (CRD# 2575310) is an Investment Advisor Representative working at Veritas Wealth Partners, LLC in San Mateo, CA and has over 29 years of experience in the finance industry. Enrique Figueroa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Veritas Wealth Partners, LLC | San Mateo, CA | Aug 2021 - Current | 2 |
Glovista Investments LLC | San Mateo, CA | Aug 2010 - Aug 2021 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1995 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- CA
- TX
-
Total Assets Under Management120MILLIONS
-
Total Number of Accounts111ACCOUNTS
-
Average Account Value$1,083,873
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX
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