Herald
Podger
City National Securities, Inc
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About this Advisor
Herald Podger is a financial advisor based in San Francisco, California, working with City National Securities, Inc. Herald has previously held a position at City National Bank. Herald has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Herald is part of City National Securities, Inc, which operates out of San Francisco, California. The firm has 18 offices and 47 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at City National Securities, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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City National Securities, Inc Brokerage Details
$1,490,186,713
47
2,126
$700,934
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Herald Podger Work History
City National Bank
Disclosures
Please visit the SEC profile of Herald Podger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at City National Securities, Inc
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New York, NY
Los Angeles, CA
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Walnut Creek, CA
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