Brandon MorenzCRD Number: 5429587
Current Firm: Investacorp Advisory Services Inc.
Brandon Morenz (CRD# 5429587) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Irvine, CA and has over 9 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Investacorp||Miami Lakes, FL||Feb 2009 - Current||9|
|John Stokes Financial||Newport Beach, CA||Aug 2007 - Current||10|
|Securities America, Inc.||Newport Beach, CA||Aug 2007 - Feb 2009||1|
|Uc Irvine||Irvine, CA||Feb 1999 - Aug 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2009|
|S66||NASAA Uniform Combined State Law Examination||Feb 2010|
Total Assets Under Management2,097MILLIONS
Total Number of Accounts6,360ACCOUNTS
Average Account Value$329,697
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV