Ryan Dugan (CRD# 7814884) is an Investment Advisor Representative working at Morgan Stevens Asset Management, LLC in Coto De Caza, CA and has 1 year 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 |
|---|---|---|---|
| Morgan Stevens Asset Management, LLC | Trabuco Canyon, CA | May 2023 - Current | 1 |
| Cross Country Mortgage, LLC | Newport Beach, CA | Apr 2022 - May 2023 | 1 |
| Lend Us, LLC | Newport Beach, CA | Sep 2021 - Apr 2022 | < 1 |
| Ffc Mortgage Corp. | Irvine, CA | Sep 2020 - Sep 2021 | 1 |
| Pga Superstore | Irvine, CA | Aug 2020 - Sep 2020 | < 1 |
| Unemployed | Trabuco Canyon, CA | Jun 2019 - Aug 2020 | 1 |
| Uc Santa Cruz | Santa Cruz, CA | Sep 2015 - Jun 2019 | 3 |
| Newport Beach Tennis Club | Newport Beach, CA | Jun 2015 - Sep 2015 | < 1 |
| Santa Margarita Catholic High School | Rancho Santa Margarita, CA | Jul 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- CA
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts59ACCOUNTS
-
Average Account Value$1,044,496
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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