Eric OhCRD Number: 5488041
Current Firm: Chatterton & Associates, The Wealth Management Team, Inc.
Eric Oh (CRD# 5488041) is an Investment Advisor Representative working at Chatterton & Associates, The Wealth Management Team, Inc. in Anaheim, CA and has over 9 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
|Royal Alliance Associates||Orange, CA||Jun 2008 - Current||9|
|Chatterton & Associates||Orange, CA||Jan 2008 - Current||10|
|Law Offices Of James F. Roberts||Orange, CA||Jan 2008 - Dec 2008||< 1|
|8e6 Technologies||Orange, CA||Jul 2007 - Oct 2007||< 1|
|Rogerson Aircraft||Ivine, CA||May 2007 - Jul 2007||< 1|
|California State University Fullerton||Fullerton, CA||Nov 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management515MILLIONS
Total Number of Accounts1,741ACCOUNTS
Average Account Value$295,906
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, OR, TX, UT
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