Silicon Valley Retirement Services, LLC
Silicon Valley Retirement Services, LLC (CRD# 154756) is a financial advisory firm headquartered in San Jose, CA. They manage $330,000,000 in 52 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management330MILLION
Total Number of Accounts52ACCOUNTS
Average Account Value$6,346,154
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Selection of other advisers (including private fund managers)
Timothy Cole (CRD# 2572823) is an Investment Advisor Representative working at Silicon Valley Retirement Services, LLC in San Jose, CA and has over 22 years of experience in the finance industry. Timothy Cole 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.
Scott Keswick (CRD# 5085738) is an Investment Advisor Representative working at Silicon Valley Retirement Services, LLC in San Jose, CA and has over 7 years of experience in the finance industry.