Jerrie Carli (CRD# 2504055) is an Investment Advisor Representative working at Financial Focus LLC in Carlsbad, CA and has over 26 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America, Inc. | Carlsbad, CA | Oct 2017 - Current | 6 |
Financial Focus, LLC | Carlsbad, CA | Aug 2016 - Current | 7 |
National Planning Corp | Carlsbad, CA | May 2000 - Oct 2017 | 17 |
Financial Focus, LLC | Carlsbad, CA | Jan 2016 - Aug 2016 | < 1 |
Financial Focus | Carlsbad, CA | Feb 1999 - Dec 2015 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1997 |
S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- CA
-
Total Assets Under Management487MILLIONS
-
Total Number of Accounts1,529ACCOUNTS
-
Average Account Value$318,603
- 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
- Pension consulting services
AZ, CA, ID, NC, NY, OR, TX, VA, WA
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