Barclay Vajda (CRD# 4174723) is an Investment Advisor Representative working at Embark Wealth Management, LLC in Tempe, AZ and has over 23 years of experience in the finance industry.
CRD# 5338348
Primerica Advisors
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Embark Wealth Management | Tempe, AZ | Sep 2021 - Current | 2 |
| Embark Wealth Management | New York, NY | Sep 2021 - Current | 2 |
| Oneamerica Securities | Scottsdale, AZ | Oct 2020 - Sep 2021 | < 1 |
| Spence, Cassidy And Associates | Scottsdale, AZ | Oct 2020 - Sep 2021 | < 1 |
| American United Life | Scottsdale, AZ | Sep 2020 - Sep 2021 | 1 |
| Pacific Capital | Scottsdale, AZ | Jul 2020 - Sep 2021 | 1 |
| Charles Schwab & Company, Inc. | Phoenix, AZ | Jul 2017 - Apr 2021 | 3 |
| Unemployed | Fountain Hills, AZ | Apr 2020 - Jun 2020 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Oct 2016 - Jul 2017 | < 1 |
| Unemployed | Scottsdale, AZ | Jun 2015 - Oct 2016 | 1 |
| Everest University Online | Tempe, AZ | Oct 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- AZ
- CA
- FL
- NJ
- NY
- TX
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts402ACCOUNTS
-
Average Account Value$107,728
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, GA, IL, MD, MN, MO, NC, NJ, NY, PA, TN, TX, VA
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.