Gene Clemor (CRD# 5657325) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cerritos, 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 |
|---|---|---|---|
| Golden Outlook | Downey, CA | Nov 2023 - Current | < 1 |
| Pinnacle Financial Services | Warminster, PA | Oct 2022 - Current | 1 |
| Clear Water Health Plans | Austin, TX | Sep 2022 - Current | 1 |
| Molina Healthcare Inc. | Long Beach, CA | Mar 2014 - Current | 10 |
| Transamerica Financial Advisors, Inc. | Anaheim, CA | Jan 2012 - Current | 12 |
| World Financial Group, Inc. | Anaheim, CA | Aug 2003 - Current | 20 |
| Legacy Shield Solutions Inc. | Jacksonville, FL | May 2021 - May 2022 | 1 |
| Univers Workplace Solutions | Irvine, CA | Oct 2013 - Sep 2015 | 1 |
| Team Alvarez Insurance Services | Orange, CA | Apr 2013 - Sep 2015 | 2 |
| Life Link Health Home Agency | Glendora, CA | Mar 2012 - Sep 2015 | 3 |
| Life Care Pharmacy, Inc. | Anaheim, CA | Jul 2004 - Sep 2015 | 11 |
| Populus Group-molina Healthcare | Long Beach, CA | Mar 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
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