Destination Wealth Management
Destination Wealth Management (CRD# 110365) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $3,701,661,223 in 5,567 accounts and serve the financial needs of clients across 28 states (or territories).
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Total Assets Under Management3,702MILLION
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Total Number of Accounts5,567ACCOUNTS
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Average Account Value$664,929
- 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
- Pension consulting services
AK, AZ, CA, CO, FL, GA, HI, ID, LA, MA, MD, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA
Robert Jacques (CRD# 2373504) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 25 years of experience in the finance industry.
Jessica Lambruschini-Coy (CRD# 4893456) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 16 years of experience in the finance industry.
Elaine Lugo (CRD# 2389491) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 30 years of experience in the finance industry.
Barbara Matheson (CRD# 2113501) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 28 years of experience in the finance industry.
Mark McMechen (CRD# 6891551) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 6 years of experience in the finance industry.
Benjamin Musson (CRD# 4228284) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 16 years of experience in the finance industry.
Preetika Pande (CRD# 6645387) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 7 years of experience in the finance industry.
David Rairden (CRD# 2561353) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 25 years of experience in the finance industry.
George Reel (CRD# 4253116) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 5 years of experience in the finance industry.
Christina Talbot (CRD# 5156857) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 12 years of experience in the finance industry.