Parth Bhatt (CRD# 7387093) is an Investment Advisor Representative working at Maaxiom Capital LLC in Fullerton, CA and has over 3 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 |
|---|---|---|---|
| Maaxiom Capital LLC | Fullerton, CA | Nov 2021 - Current | 2 |
| County Of San Bernardino | San Bernardino, CA | Sep 2016 - Current | 7 |
| County Of Orange | Santa Ana, CA | May 2015 - Aug 2016 | 1 |
| Chandler Asset Management | San Diego, CA | Mar 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- CA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$202,089
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA
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