Annalise DuranteCRD Number: 6028243
Current Firm: Bailard, Inc.
Annalise Durante (CRD# 6028243) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has over 3 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
Blossom Wealth Management, LLC
|Bailard Inc.||Foster City, CA||Jun 2017 - Current||< 1|
|Points Of Light||Atlanta, GA||Jan 2017 - Jun 2017||< 1|
|Topgolf||Wood Dale, IL||Mar 2017 - May 2017||< 1|
|Unemployed||Itasca, IL||Aug 2016 - Dec 2016||< 1|
|Citigroup||West Palm Beach, FL||Jun 2014 - Jul 2016||2|
|University Of Miami||Miami, FL||Aug 2013 - May 2014||< 1|
|Nordstrom||Schaumburg, IL||Jun 2013 - Jul 2013||< 1|
|University Of Miami||Miami, FL||Dec 2012 - May 2013||< 1|
|Park Street Advisors||Miami, FL||Sep 2012 - Nov 2012||< 1|
|First Trust Portfolios||Wheaton, IL||Jun 2012 - Aug 2012||< 1|
|Ubs Financial Services||Miami, FL||Feb 2012 - May 2012||< 1|
|University Of Miami||Miami, FL||Aug 2011 - Jan 2012||< 1|
|Nordstrom||Schaumburg, IL||May 2011 - Jul 2011||< 1|
|University Of Miami||Miami, FL||Aug 2010 - May 2011||< 1|
|Nordstrom||Schaumburg, IL||May 2010 - Aug 2010||< 1|
|Lake Park High School||Medinah, IL||Aug 2008 - May 2010||1|
|Lifetime Fitness||Schaumburg, IL||Aug 2009 - Dec 2009||< 1|
|Unemployed||Itasca, IL||Jun 2008 - Aug 2008||< 1|
|Medinah Christian School||Medinah, IL||Jan 2004 - May 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management3,555MILLIONS
Total Number of Accounts1,731ACCOUNTS
Average Account Value$2,053,592
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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