Stacy Daher (CRD# 7138931) is an Investment Advisor Representative working at Tiburon Financial Advisors, Inc. in Tiburon, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiburon Financial Advisors, Inc. | Tiburon, CA | Apr 2019 - Current | 5 |
| University Of San Francisco | San Francisco, CA | Jan 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- CA
- LA
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$1,242,981
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, LA
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