John Pfahnl

from Werba Rubin Papier Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
John Pfahnl is a financial advisor based in California, San Jose, with 43 years of experience. John currently works for Werba Rubin Papier Wealth Management, LLC. John maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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John Pfahnl works at Werba Rubin Papier Wealth Management, LLC
Werba Rubin Papier Wealth Management, LLC is a financial advisory firm based in San Jose, California. It currently has approximately $767,283,708 of assets under management and employs about 9 people. Werba Rubin Papier Wealth Management, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
1732 North 1st Street, Suite 220, San Jose, California, 95112

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