San Ward (CRD# 7698534) is an Investment Advisor Representative working at Emerson Equity LLC in Redwood City, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emerson Equity LLC | Sab Mateo, CA | Feb 2023 - Current | 1 |
| Sidecar Finance | Mill Valley, CA | Feb 2023 - Current | 1 |
| Rental Property San Quach Ward | Cedar Park, TX | Jun 2017 - Current | 6 |
| Currie & Brown | Princeton, NJ | Jul 2022 - May 2023 | < 1 |
| Unemployed | Emerald Hills, CA | Feb 2022 - Jun 2022 | < 1 |
| Ultragenyx Inc. | Novato, CA | May 2020 - Feb 2022 | 1 |
| Unemployed | Menlo Park, CA | Apr 2018 - May 2020 | 2 |
| Genentech | San Francisco, CA | Apr 2012 - Apr 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- CA
-
Total Assets Under Management176MILLIONS
-
Total Number of Accounts1,037ACCOUNTS
-
Average Account Value$169,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, SD, TX, UT, VA, WA, WI
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