Valli Doraiswami (CRD# 6604299) is an Investment Advisor Representative working at Wealtheon Advisors LLC in San Ramon, CA and has over 8 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 |
|---|---|---|---|
| Wealtheon Advisors LLC | San Ramon, CA | Jun 2019 - Current | 4 |
| Jp Morgan Chase Bank | Dublin, CA | Dec 2015 - Mar 2019 | 3 |
| Jpmorgan Securities LLC | Dublin, CA | Dec 2015 - Mar 2019 | 3 |
| Home Maker | Pleasanton, CA | Jun 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2016 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- CA
-
Total Assets Under Management70MILLIONS
-
Total Number of Accounts135ACCOUNTS
-
Average Account Value$519,664
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, TX
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