Cassia Stefanini (CRD# 4949315) is an Investment Advisor Representative working at Primerica Advisors in Chino, CA and has over 18 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | Chino, CA | Mar 2019 - Current | 5 |
Primerica Financial Services | Chino, CA | Mar 2019 - Current | 5 |
Yang's Pension Consulting, Inc. | Fullerton, CA | May 2017 - Current | 7 |
Unemployed | Upland, CA | Apr 2017 - May 2017 | < 1 |
Ameriprise Financial Services, Inc. | Pomona, CA | Oct 2007 - Apr 2017 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2006 |
S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
- CA
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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