Michael Romanchak (CRD# 2648011) is an Investment Advisor Representative working at Bcn Financial, Inc. in Alameda, CA and has over 28 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Alameda, CA | Apr 2024 - Current | < 1 |
| Michael Romanchak Photography | San Ramon, CA | Jan 2020 - Current | 4 |
| Crown Capital Securities, LP | Orange, CA | Feb 2017 - Current | 7 |
| Bcn Financial, Inc. | Alameda, CA | Jun 2007 - Current | 16 |
| Quest Securites, Inc. | Fair Oaks, CA | Oct 2007 - Feb 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- CA
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts462ACCOUNTS
-
Average Account Value$176,345
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Market timing services
CA, TX
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