Figtree Financial Advisors, LLC

Figtree Financial Advisors, LLC (CRD# 301517) is a financial advisory firm headquartered in Santa Clara, CA. They manage $28,727,684 in 179 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5201 Great America Parkway, Suite 320, Santa Clara, CA 95054
https://www.linkedin.com/in/marjoriecarbajal
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $160,490
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Figtree Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Marjorie Carbajal, financial advisor Santa Clara CA
Marjorie C. Carbajal
CRD#: 4759556
5201 Great America Parkway, Suite 320, Santa Clara, CA 95054

Marjorie Carbajal (CRD# 4759556) is an Investment Advisor Representative working at Figtree Financial Advisors, LLC in Santa Clara, CA and has over 19 years of experience in the finance industry.

2
Regina Legates, financial advisor Santa Clara CA
Regina C. Legates
CRD#: 3007598
5201 Great America Parkway, Suite 320, Santa Clara, CA 95054

Regina Legates (CRD# 3007598) is an Investment Advisor Representative working at Figtree Financial Advisors, LLC in Santa Clara, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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