Advisor at Silverback Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Silverback Financial
Location
Valley Springs, CA
Credentials
Series 63, Series 65
Industry experience
26 years
Up to 1.00% per year, charged quarterly in arrears; fees may be negotiated or waived
Fee-only: Fee-only; no commissions or performance-based fees
Silverback Financial, Llc
2018 - Present (8 years)
Integral Investment Advisors, Inc.
2011 - 2018 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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