Riverside, CA 10297 Magnolia Ave Office

Team
Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

2

Of 25,478 advisors across 3,094 offices

Location

10297 Magnolia Ave

Riverside CA 92503

Advisors at this office

2

Advisors at this office

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Fernando H

Series 66

Riverside, CA

Merrill

Fernando Hirugami is a financial advisor with Merrill in Riverside, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he was involved with Vision Solved Wealth Management Group and has experience in marketing, wealth management, and estate planning. Outside of his advisory role, he is owner and operations manager of Shift Studios LA, a clothing studio. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar

Anailsa P

Series 63, Series 66

Riverside, CA

Merrill

Anailsa Perez Pham is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo in various roles. Outside of her advisory work, she was a self-employed notary public for two years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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