Michael Cortina (CRD# 5042163) is an Investment Advisor Representative working at Cortina Capital, LLC in Fallbrook, CA and has over 16 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4906915
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cortina Capital LLC | Fallbrook, CA | Oct 2016 - Current | 7 |
| Ucsd | La Jolla, CA | Oct 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- CA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$250,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
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