Simon Reeves (CRD# 2835991) is an Investment Advisor Representative working at Tiderock Financial, LLC in Irvine, CA and has over 20 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pasadena Private Wealth, LLC | Pasadena, CA | Jul 2023 - Current | < 1 |
| Tiderock Financial, LLC | Irvine, CA | Sep 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
- CA
-
Total Assets Under Management92MILLIONS
-
Total Number of Accounts66ACCOUNTS
-
Average Account Value$1,394,137
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA
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