Executive Investment Advisors, LLC

Executive Investment Advisors, LLC (CRD# 131201) is a financial advisory firm headquartered in San Rafael, CA. They manage $35,695,418 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $356,954
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Executive Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard S. Nair, Sr.
CRD#: 3120091
Healdsburg, CA
96
Wealthminder
score

Richard Nair, Sr. (CRD# 3120091) is an Investment Advisor Representative working at Executive Investment Advisors, LLC in Healdsburg, CA and has over 18 years of experience in the finance industry.

2
Carol A. McCollister
CRD#: 1101419
San Rafael, CA
93
Wealthminder
score

Carol McCollister (CRD# 1101419) is an Investment Advisor Representative working at Executive Investment Advisors, LLC in San Rafael, CA and has over 11 years of experience in the finance industry.

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