Sultan Beardsley
Investment adviser representative at Twin Peaks Wealth Advisors
10 yearsExperience
2 statesRegistered in
$584.8MFirm assets
3 yearsFirm in business
Are you Sultan Beardsley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Twin Peaks Wealth Advisors, LLCMar 2022 to now
- LPL FinancialJun 2021 to Feb 2022
- Swing EducationJan 2019 to May 2021
- University of FloridaJan 2018 to Dec 2018
- University of MinnesotaJun 2017 to Dec 2017
- UnemployedNov 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Twin Peaks Wealth Advisors
Legal name: Twin Peaks Wealth Advisors, LLC
$584.8MAssets managed
431Clients
10Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7411357
- Firm CRD
- 323817