Anthony Pontes (CRD# 1496668) is an Investment Advisor Representative working at Marathon Retirement Planning in Dublin, CA and has over 29 years of experience in the finance industry.
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Capital | Atlanta, GA | Dec 2021 - Current | 2 |
| Marathon Retirement Planning | Dublin, CA | Sep 2016 - Current | 7 |
| Pontes Financial Group, Inc. | Dublin, CA | Dec 2011 - Current | 12 |
| Investment Architects, Inc. | Petaluma, CA | Aug 2016 - Nov 2021 | 5 |
| Rice Pontes Capital, Inc. | San Ramon, CA | Dec 1995 - Dec 2016 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- CA
- TX
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts206ACCOUNTS
-
Average Account Value$300,971
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.