Rem Oculee, financial advisor Henderson NV

Rem Oculee

CRD Number: 2129026
Current Firm: Confidence Wealth Management, LLC

Rem Oculee (CRD# 2129026) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Henderson, NV and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Exit Mindset, LLC Henderson, NV Feb 2021 - Current 1
Confidence Life Insurance Solutions LLC Torrance, CA Dec 2018 - Current 3
3rd Delta, Inc. Los Angeles, CA Dec 2018 - Current 3
Confidence Wealth & Insurance Solutions, Llc (formerly Pl&j) Henderson, NV Apr 2016 - Current 6
9q Ventures Los Angeles, CA Feb 2013 - Current 9
Confidence Wealth Management, Llc (formerly Pl&j, Llc) Henderson, NV Jun 2011 - Current 11
Parson, Latimer & Judge Financial Insurance Solutions LLC Los Angeles, CA Jun 2011 - Apr 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1991
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for Rem N. Oculee
Phone Number: 310-824-1000
Firm Website: https://icwm.com/
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    169
    MILLIONS
  • Total Number of Accounts
    1,163
    ACCOUNTS
  • Average Account Value
    $145,348
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, FL, NV, TX

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