Dane Petchul, financial advisor Irvine CA
77 score

Dane Petchul

CRD Number: 5377118
Current Firm: Oak Grove

Dane Petchul (CRD# 5377118) is an Investment Advisor Representative working at Oak Grove in Irvine, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Oak Grove, LLC Barrington, RI Oct 2015 - Current 1
Massmutual Life Insurance Company Irvine, CA Oct 2014 - Current 2
Mml Investors Services LLC Irvine, CA Jan 2015 - Sep 2015 < 1
Signature Resources Capital Manangement LLC Irvine, CA Aug 2014 - Dec 2014 < 1
Signator Investors, Inc. Irvine, CA Apr 2014 - Oct 2014 < 1
Petchul Insurance Services, Inc. Irvine, CA Jul 2005 - Oct 2014 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Dane A. Petchul
Phone Number: 401-390-4775
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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