Michael Remington (CRD# 5593001) is an Investment Advisor Representative working at Miramontes Capital, LLC in Newport Beach, CA and has over 15 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 |
|---|---|---|---|
| Balanced Security Planning, Inc. | Newport Beach, CA | May 2023 - Current | < 1 |
| Miramontes Capital, LLC | Newport Beach, CA | Aug 2019 - Current | 4 |
| Saxony Securities, Inc. | Saint Louis, MO | Nov 2021 - May 2023 | 1 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Oct 2019 - Nov 2021 | 2 |
| Help Worldwide Inc. Dba Ambiance Studios | Burbank, CA | Jan 2017 - Aug 2019 | 2 |
| Transamerica Financial Advisors, Inc. | Bakersfield, CA | Aug 2014 - Aug 2019 | 5 |
| World Financial Group, Inc. | Bakersfield, CA | Aug 2014 - Aug 2019 | 5 |
| Natures Image | Lake Forest, CA | Sep 2015 - Jun 2016 | < 1 |
| Baron Brothers Nursery | Camarillo, CA | Oct 2014 - Mar 2015 | < 1 |
| American Landscape Inc. | Canoga Park, CA | Jun 2014 - Oct 2014 | < 1 |
| Hbw Advisory Services LLC | Castaic, CA | Jul 2014 - Aug 2014 | < 1 |
| Jp Morgan LLC | Castaic, CA | Jun 2011 - Jun 2014 | 3 |
| Castaic Chamber Of Commerce | Castaic, CA | Jan 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2008 |
- CA
-
Total Assets Under Management260MILLIONS
-
Total Number of Accounts1,287ACCOUNTS
-
Average Account Value$201,934
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, NV, TX
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