Jose Salcedo (CRD# 2413388) is an Investment Advisor Representative working at Wealthbuilders Investments in Santa Barbara, CA and has over 29 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Authentic Counsel, LLC | Santa Barbara, CA | Jul 2019 - Current | 4 |
| Biltmore Wealth Management, LLC | Santa Barbara, CA | Oct 2017 - Sep 2019 | 1 |
| Cathedral Capital Wealth Management LLC | Santa Barbara, CA | Feb 2019 - Aug 2019 | < 1 |
| Js Strategic Advisors | Goleta, CA | Jan 2012 - Oct 2017 | 5 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2006 - Oct 2017 | 11 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2006 - Oct 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S65 | NASAA Investment Advisors Law Examination | May 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management122MILLIONS
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Total Number of Accounts820ACCOUNTS
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Average Account Value$148,374
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, LA, TX
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