Silicon Valley Securities, Inc.

Silicon Valley Securities, Inc. (CRD# 23696) is a financial advisory firm headquartered in San Jose, CA. They manage $23,565,000 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $420,804
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
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 Silicon Valley Securities, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Phillip G. Conlon
CRD#: 2255031
4880 Stevens Creek Blvd #100, Suite 100, San Jose, CA 95129
93
Wealthminder
score

Phillip Conlon (CRD# 2255031) is an Investment Advisor Representative working at Silicon Valley Securities, Inc. in San Jose, CA and has over 25 years of experience in the finance industry.

2
John B. Gray
CRD#: 228006
4880 Stevens Creek Blvd., Suite 100, San Jose, CA 95129
93
Wealthminder
score

John Gray (CRD# 228006) is an Investment Advisor Representative working at Silicon Valley Securities, Inc. in San Jose, CA and has over 30 years of experience in the finance industry.

3
Julian L. Lucas
CRD#: 1486444
4880 Stevens Creek Blvd., Suite 100, San Jose, CA 95129
93
Wealthminder
score

Julian Lucas (CRD# 1486444) is an Investment Advisor Representative working at Silicon Valley Securities, Inc. in San Jose, CA and has over 22 years of experience in the finance industry.

4
Mark E. Peetz
CRD#: 816645
4880 Stevens Creek Blvd., Suite 100, San Jose, CA 95129
93
Wealthminder
score

Mark Peetz (CRD# 816645) is an Investment Advisor Representative working at Silicon Valley Securities, Inc. in San Jose, CA and has over 37 years of experience in the finance industry.

5
Martin P. Sammon
CRD#: 409749
4880 Stevens Creek Blvd., Suite 100, San Jose, CA 95129
93
Wealthminder
score

Martin Sammon (CRD# 409749) is an Investment Advisor Representative working at Silicon Valley Securities, Inc. in San Jose, CA and has over 35 years of experience in the finance industry.

6
Sharon M. Traeger
CRD#: 846696
4880 Stevens Creek Blvd., Suite 100, San Jose, CA 95129
93
Wealthminder
score

Sharon Traeger (CRD# 846696) is an Investment Advisor Representative working at Silicon Valley Securities, Inc. in San Jose, CA and has over 33 years of experience in the finance industry.

7
Donald P. Skinner
CRD#: 1448818
4880 Stevens Creek Blvd., Suite 100, San Jose, CA 95129
48
Wealthminder
score

Donald Skinner (CRD# 1448818) is an Investment Advisor Representative working at Silicon Valley Securities, Inc. in San Jose, CA and has over 31 years of experience in the finance industry.

8
Paul H. Magnuson
CRD#: 1910298
4880 Stevens Creek Blvd., Suite 100, San Jose, CA 95129
37
Wealthminder
score

Paul Magnuson (CRD# 1910298) is an Investment Advisor Representative working at Silicon Valley Securities, Inc. in San Jose, CA and has 1 year of experience in the finance industry.

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