Valerie Cisneros (CRD# 5264372) is an Investment Advisor Representative working at Lpl Financial LLC in San Mateo, CA and has over 13 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 |
|---|---|---|---|
| Lpl Financial | San Mateo, CA | Aug 2020 - Current | 3 |
| Sgc Financial And Insurance Services | San Mateo, CA | May 2019 - Current | 5 |
| Central Coast Designs | Paso Robles, CA | Oct 2018 - Current | 5 |
| Securian Financial Services Inc. | St Paul, MN | May 2019 - Jul 2020 | 1 |
| Torrin Vineyard Inc. | Paso Robles, CA | Oct 2018 - Dec 2019 | 1 |
| Orora Landsberg | Paso Robles, CA | Mar 2018 - Sep 2018 | < 1 |
| Morgan Stanley Wealth Management | San Luis Obispo, CA | Jul 2017 - Feb 2018 | < 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jul 2017 - Feb 2018 | < 1 |
| Ubs Financial Services Inc. | San Francisco, CA | Mar 2014 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- CA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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