Sequoia Financial, LLC

Sequoia Financial, LLC (CRD# 304388) is a financial advisory firm headquartered in Visalia, CA. They manage $9,175,000 in 194 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
204 North Floral Ave, Suite A, Visalia, CA 93291
http://www.sequoiainvesting.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $47,294
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Sequoia Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Navdeep Brar, financial advisor Visalia CA
Navdeep S. Brar
CRD#: 7847643
204 North Floral Ave, Suite A, Visalia, CA 93291

Navdeep Brar (CRD# 7847643) is an Investment Advisor Representative working at Sequoia Financial, LLC in Visalia, CA and has 1 year of experience in the finance industry.

2
Schad Tenbroeck, financial advisor Visalia CA
Schad Tenbroeck
CRD#: 7164172
204 North Floral Ave, Suite A, Visalia, CA 93291

Schad Tenbroeck (CRD# 7164172) is an Investment Advisor Representative working at Sequoia Financial, LLC in Visalia, CA and has over 4 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals