Carin Mannebach, financial advisor Irvine CA
90 score

Carin Mannebach

CRD Number: 5955318
Current Firm: The Ayco Company,l.p.

Carin Mannebach (CRD# 5955318) is an Investment Advisor Representative working at The Ayco Company,l.p. in Irvine, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Ayco Company, L.p./mercer Allied Irvine, CA Mar 2011 - Current 5
Schooner Or Later Long Beach, CA Jul 2008 - Feb 2011 2
California State University, Long Beach Long Beach, CA Sep 2008 - May 2010 1
T Phillips Ale House La Verne, CA May 2007 - Jul 2008 1
Citrus Community College Glendora, CA Jan 2007 - Jun 2008 1
San Dimas Golf, Inc. San Dimas, CA Apr 2007 - May 2007 < 1
Los Angeles Turf Club Inc. Arcadia, CA Jan 2007 - Apr 2007 < 1
College Of The Desert Palm Desert, CA Jan 2003 - Dec 2006 3
Fisherman's Market & Grill La Quinta, CA Aug 2002 - Dec 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Carin L. Mannebach
Phone Number: 518-886-4000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    27,267
    MILLIONS
  • Total Number of Accounts
    46,300
    ACCOUNTS
  • Average Account Value
    $588,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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