Marisa Fugate is a registered investment advisor, based in Campbell, CA, with 15 years of industry experience.
Location
591 West Hamilton Ave, Suite 201, Campbell, CA, 95008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marisa owns Thielen & Associates, Inc., an accounting services and tax preparation business, dedicating full-time hours to operations and employees. She also spends minimal time making investment decisions for LPJM Partners.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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