Karl SpurzemCRD Number: 1174726
Current Firm: Mountain Capital Investment Advisors Inc.
Karl Spurzem (CRD# 1174726) is an Investment Advisor Representative working at Mountain Capital Investment Advisors Inc. in Corte Madera, CA and has over 31 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Guggenheim Securities, LLC||San Francisco, CA||Jun 2012 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1991|
Total Assets Under Management403MILLIONS
Total Number of Accounts2,192ACCOUNTS
Average Account Value$183,850
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, MN
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