Tushar
Kumar
Twin Peaks Wealth Advisors
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About this Advisor
Tushar Kumar is a financial advisor based in Burlingame, California, working with Twin Peaks Wealth Advisors. Tushar has previously held positions at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, Lpl Financial, LLC, and Twin Peak Wealth Advisors, LLC. Tushar has passed the Series 66 regulatory exam and is registered to provide services in California, Louisiana, and Texas. Currently, Tushar 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
Tushar Kumar Work History
Twin Peak Wealth Advisors, LLC
Lpl Financial, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Tushar Kumar 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
Newark, CA
Burlingame, CA
Burlingame, CA
Burlingame, CA
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