LT
CFP
LT
CFP

Linda Tjiputra

24 Years of Experience
San Jose, CA
BrokerSells Insurance

Linda Tjiputra is a CFP-designated registered investment advisor, based in San Jose, CA, with 24 years of industry experience.

Location

101 Metro Drive, Suite 264, San Jose, CA, 95110

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History

Regulatory History
Clean regulatory record

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.

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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.
August 2018 - Present · 8 yrs 1 mo
Mutual Advisors, LLC
August 2018 - Present · 8 yrs 1 mo
Mutual Securities, INC.Broker
August 2018 - Present · 8 yrs 1 mo
Previous Registrations
Waddell & Reed
October 2006 - August 2018 · 11 yrs 10 mos
Waddell & ReedBroker
October 2006 - August 2018 · 11 yrs 10 mos
Waddell & Reed, INC.
October 1999 - December 2004 · 5 yrs 2 mos
Waddell & Reed, INC.Broker
September 1999 - December 2004 · 5 yrs 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Linda Tjiputra - Financial Advisor | TrueAdvisor