![]() WE EXPRESSLY DISCLAIM ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR USE OR PURPOSE, NON-INFRINGEMENT, TITLE, AND ACCURACY OF INFORMATION. THIS WEBSITE IS PROVIDED BY Indyfin ON AN "AS IS" AND "AS AVAILABLE" BASIS. Indyfin has endeavored to independently verify only certain information supplied by verified financial firms and/or advisors (to the extent such information can be independently verified), but cannot and does not guarantee or warrant the accuracy or completeness of any information contained herein.Īs such, all users of this Website expressly agree to the following: YOUR USE OF THIS WEBSITE IS AT YOUR SOLE RISK. ![]() You are encouraged to independently verify all information you deem relevant when evaluating a financial firm or advisor. Such experiences and opinions may differ from client to client, and may differ from your experience and opinion should you choose to retain such a financial firm. Indyfin and/or a verified financial firm may have contacted a verified financial firm’s clients to leave a review and rating, or a verified financial firm’s client may have independently elected to post a review and rating of their own volition. The reviews and ratings by a verified firm's or verified advisor's clients are solely for your informational purposes only, and reflects the experience and opinion of such clients. You retain the sole and absolute discretion to retain or not to retain any financial firm, and Indyfin is not in a position to determine whether a particular financial firm is appropriate for your specific financial situation. ![]() Prospective clients of a financial firm are highly encouraged to read such financial firm’s Form ADV Part 2 brochure, and, if applicable, Form CRS relationship summary. Indyfin makes no representation of what your particular experience with any financial firm may be, and cannot guarantee the success of any particular investment that may be recommended or implemented by any financial firm. Investment advice may only be rendered through the interactive portion of this Website after all requested information has been supplied by a Website user. This Website is designed to serve as an educational tool to assist and inform potential clients about independent and unaffiliated firms and advisors, and should not be the sole means by which a prospective client evaluates the suitability of any particular firm or advisor. Though Indyfin is a registered investment adviser, the non-interactive portions of this Website, including the listing of firm and advisor profiles, should not be construed as providing any investment, financial, legal, compliance, tax, or other professional advice, and nothing contained herein should be construed as an offer to sell or the solicitation of an offer to buy any security or other financial product. All firms and advisors listed on the Website are independent from and unaffiliated with Indyfin. Verified profiles also contain information supplied by the firm or individual advisor(s) within such firms, and do not necessarily reflect the views of Indyfin or its staff. Information reported by a firm or an advisor in Form ADV and/or Form U4 through IAPD has not been independently verified by Indyfin. This website, the contents of this page, and any additional hyperlinked pages or pop-up windows (collectively, this "Website") have been primarily derived from Form ADV and/or Form U4, as reported by the referenced firm and/or advisor as well as publicly-available information reported to the Investment Adviser Public Disclosure website ("IAPD"). Iconiq Capital, LLC provides services, such as Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles (other than investment companies) and Selection of other advisers. The fees charged by financial advisory firms depended on the types of services they perform for each client. The average advisor to account ratio is 1 advisor per 10,359,678 account, but advisors may work with a higher or lower number of accounts based on firm practices. The advisory team at Iconiq Capital, LLC includes 378 advisor(s). Iconiq Capital, LLC is a financial advisory firm with an office in San Francisco, CA. Kevin Foster may also provide advisory services in other states under an applicable state exemption from registration or notice filing. ![]() ![]() Kevin Foster has previously passed the Series 63 and Series 65 examinations, and is registered to provide investment advice in California. Their current role is with Iconiq Capital LLC. Kevin Foster has been working for 11 years. Kevin Foster is on the team of advisors at Iconiq Capital, LLC in San Francisco, CA. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |