Frontier Wealth Strategies Inc.
Frontier Wealth Strategies Inc. (CRD# 165932) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $15,000,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts75ACCOUNTS
Average Account Value$200,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Edcelyn Pujol (CRD# 5662761) is an Investment Advisor Representative working at Frontier Wealth Strategies Inc. in Walnut Creek, CA and has over 8 years of experience in the finance industry. Edcelyn Pujol has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.