Jacqueline
Rowe
Fiduciary Financial Group, LLC
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About this Advisor
Jacqueline Rowe is a financial advisor based in San Rafael, California, working with Fiduciary Financial Group, LLC. Jacqueline has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Fiduciary Financial Group, LLC. Jacqueline has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Jacqueline is part of Fiduciary Financial Group, LLC, which operates out of San Rafael, California. The firm has 2 offices and 9 employees. Fiduciary Financial Group, LLC manages $698.0 million in assets and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Fiduciary Financial Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fiduciary Financial Group, LLC Brokerage Details
$698,027,720
9
355
$1,966,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jacqueline Rowe Work History
Fiduciary Financial Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Jacqueline Rowe 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 Fiduciary Financial Group, LLC
Boise, ID
San Rafael, CA
San Rafael, CA
San Rafael, CA
Boise, ID
San Rafael, CA
San Rafael, CA
San Rafael, CA
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