Juan Verdin (CRD# 5662101) is an Investment Advisor Representative working at Wilson Financial Advisors, LLC in Garden Grove, CA and has over 14 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 |
|---|---|---|---|
| Wilson Financial Advisors, LLC | Garden Grove, CA | Apr 2018 - Current | 6 |
| Wilson Financial Advisors | Garden Grove, CA | Feb 2014 - Current | 10 |
| Dennis W Wilson Insurance Agency Inc. | Garden Grove, CA | Feb 2014 - Current | 10 |
| Ameritas Investment Corp | Lincoln, NE | Feb 2014 - Sep 2017 | 3 |
| Ameritas Life Insurance Corp | Lincoln, NE | Feb 2014 - Sep 2017 | 3 |
| Rental Property | Santa Ana, CA | Mar 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- CA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts91ACCOUNTS
-
Average Account Value$41,027
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
CA
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