Milos Vrzic (CRD# 7557108) is an Investment Advisor Representative working at Commonwealth Financial Network in Anaheim Hills, CA and has 1 year 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 |
|---|---|---|---|
| Diversified Investment Services | Anaheim Hills, CA | Nov 2023 - Current | < 1 |
| Commonwealth Financial Network | Waltham, MA | Nov 2023 - Current | < 1 |
| Diversified Investment Services | Anaheim Hills, CA | May 2022 - Nov 2023 | 1 |
| Signature Resources Capital Management | Irvine, CA | Feb 2016 - May 2022 | 6 |
| Shore Aquatics | Long Beachh, CA | May 2015 - Jun 2016 | 1 |
| California State University, Long Beach | Long Beach, CA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- CA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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