Antonia Lipovac (CRD# 6795531) is an Investment Advisor Representative working at Benefit Financial Services Group in Irvine, CA and has over 5 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 |
---|---|---|---|
Benefit Financial Services Group | Irvine, CA | Apr 2020 - Current | 4 |
Frank Deptola & Associates, LLC | Anaheim, CA | Aug 2018 - Jan 2020 | 1 |
Commonwealth Financial Network | Waltham, MA | Aug 2018 - Jan 2020 | 1 |
Anaheim Family Ymca | Anaheim, CA | Jun 2013 - Jul 2018 | 5 |
Us Small Business Administration | Santa Ana, CA | May 2017 - Oct 2017 | < 1 |
Stratos Wealth Partners (indp Cont Adv W/lpl Financial Services) | Irvine, CA | May 2017 - Aug 2017 | < 1 |
Fullerton Union High School | Fullerton, CA | Aug 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- CA
-
Total Assets Under Management1,149MILLIONS
-
Total Number of Accounts2,058ACCOUNTS
-
Average Account Value$558,351
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, FL, GA, ID, IL, MA, NJ, NM, NV, NY, OR, TX, WA
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