Anne Tahim (CRD# 4809451) is an Investment Advisor Representative working at Capstone Wealth Management, Inc. in Santa Ana, CA and has over 18 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 |
|---|---|---|---|
| Capstone Wealth Management, Inc. | Anaheim, CA | Apr 2014 - Current | 10 |
| Tahim And Associates, Apc | Anaheim, CA | Mar 2011 - Current | 13 |
| Resource Managment Consultants, Inc. | Anaheim, CA | Mar 2011 - Current | 13 |
| Nms Capital Advisors, LLC | Beverly Hills, CA | Jun 2012 - Mar 2015 | 2 |
| Nms Financial Securities LLC | Beverly Hills, CA | May 2012 - Mar 2015 | 2 |
| Nms Capital Asset Management, Inc. | Beverly Hills, CA | May 2011 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- CA
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts160ACCOUNTS
-
Average Account Value$173,271
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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