Linda Tjiputra is a CFP-designated registered investment advisor, based in San Jose, CA, with 25 years of industry experience. Linda is also registered as a broker, so some compensation may come from commissions on products sold.
Location
101 Metro Drive, Suite 264, San Jose, CA, 95110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Linda is an independent insurance agent since 2001, dedicating a few hours per week. She also co-owns a rental property and is a wealth manager for Financial Journey Partners, Inc., but these activities require minimal time.
Employment History
Current Registrations
Mutual Securities, INC.
Mutual Advisors, LLC
Mutual Securities, INC.Broker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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