Sultan
Beardsley
Twin Peaks Wealth Advisors
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About this Advisor
Sultan Beardsley is a financial advisor based in Burlingame, California, working with Twin Peaks Wealth Advisors. Sultan has previously held positions at University Of California - Davis, Olam Spice Vegetables, University Of Minnesota, University Of Florida, Swing Education, Lpl Financial, and Twin Peaks Wealth Advisors, LLC. Sultan has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Sultan is part of Twin Peaks Wealth Advisors, which operates out of Burlingame, California. The firm has 2 offices and 7 employees. The firm manages assets totaling $318.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Twin Peaks Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Twin Peaks Wealth Advisors Brokerage Details
$318,501,282
7
1,402
$227,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sultan Beardsley Work History
Twin Peaks Wealth Advisors, LLC
Lpl Financial
Swing Education
University Of Florida
University Of Minnesota
Olam Spice Vegetables
University Of California - Davis
Disclosures
Please visit the SEC profile of Sultan Beardsley 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 Twin Peaks Wealth Advisors
Burlingame, CA
Burlingame, CA
Wichita Falls, TX
Burlingame, CA
Newark, CA
Burlingame, CA
Burlingame, CA
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