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CRD#: 334249
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for APPLIED VENTURES, LLC Comes From
Understanding the Statistics for APPLIED VENTURES, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
3050 Bowers Avenue, Santa Clara, CA 95054
Phone Number
(408) 727-5555
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at APPLIED VENTURES, LLC
Lyndon L Davis
IAR
CRD#: 5217885
Location:
Farmington Hills, MI 48331
Company:
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
19 years
Allen R Canete
IAR
RR
CRD#: 1429646
Location:
Custer, SD
Company:
RBC CAPITAL MARKETS, LLC
Disclosures:
Experience:
39 years
DF
Donald Allen Frost
RR
CRD#: 2718404
Location:
Placentia, CA 92870-6110
Company:
ALLSTATE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
29 years
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