Ariana Mangum, financial advisor Irvine CA
89 score

Ariana Mangum

CRD Number: 6142259
Current Firm: Miramontes Capital, LLC

Ariana Mangum (CRD# 6142259) is an Investment Advisor Representative working at Miramontes Capital, LLC in Irvine, CA and has over 2 years of experience in the finance industry.

Similar Advisors
James Skorheim, financial advisor Irvine CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Score
107
Similar Advisors
Jeffrey Tilson, financial advisor Irvine CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
Ashley Bleckner, financial advisor Irvine CA
Ashley N. Bleckner
CRD# 6556257
Rs Crum Inc.
Score
103
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Dec 2015 - Current 1
Miramontes Capital, LLC Irvine, CA Jul 2015 - Current 1
Ubs Financial Services Inc. Brea, CA Jun 2013 - Jul 2015 2
Ubs Financial Services Inc. Brea, CA Dec 2012 - Jun 2013 < 1
Bg Kits Chino Hills, CA Jan 2007 - Nov 2012 5
Nordstrom Costa Mesa, CA Jun 2012 - Aug 2012 < 1
Bmw Ontario, CA Oct 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Ariana A. Mangum
Phone Number: 714-782-0595
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    74
    MILLIONS
  • Total Number of Accounts
    361
    ACCOUNTS
  • Average Account Value
    $204,986
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

CA, TX

Ready to hire a financial advisor? Get competitive proposals from Ariana Mangum and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.