Frederick Myers (CRD# 6215194) is an Investment Advisor Representative working at Northwood Investment Partners, LLC in San Carlos, CA and has over 11 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 |
|---|---|---|---|
| Western Pacific Investments, LLC | Redwood City, CA | Jan 2018 - Current | 6 |
| Northwood Investment Partners, LLC | San Carlos, CA | Feb 2013 - Current | 11 |
| Smoothie Sailing, LLC | Seattle, WA | Jun 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- CA
- LA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$266,667
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, LA
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