Dan Carney (CRD# 1685706) is an Investment Advisor Representative working at Carney Portfolio Management Inc. in Costa Mesa, CA and has over 36 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 |
|---|---|---|---|
| Carney Portfolio Management, Inc. | Costa Mesa, CA | Jan 2005 - Current | 19 |
| Midwest Insurance | Springfield, IL | May 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2004 |
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 Management97MILLIONS
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Total Number of Accounts73ACCOUNTS
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Average Account Value$1,324,248
- A percentage of assets under your management
- Hourly charges
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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