Denise Ham, financial advisor Irvine CA
89 score

Denise Ham

CRD Number: 6309502
Current Firm: Spectrum Capital Investment Group, Inc.

Denise Ham (CRD# 6309502) is an Investment Advisor Representative working at Spectrum Capital Investment Group, Inc. in Irvine, CA and has over 2 years of experience in the finance industry.

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Asset Planning, Inc.
Company Name Location Dates Years
Spectrum Wealth Managment Irvine, CA Jul 2015 - Current 1
Ronald Blue & Company Santa Ana, CA Feb 2014 - Jun 2015 1
Putnam Group Irvine, CA Jan 2013 - Feb 2014 1
Fa, LLP Costa Mesa, CA Aug 2010 - Jan 2013 2
Unemployed Costa Mesa, CA Oct 2009 - Aug 2010 < 1
Deloitte Tax Costa Mesa, CA Dec 2007 - Oct 2009 1
Fulltime Student Cypress, CA Feb 2004 - Nov 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Denise L. Ham
Phone Number: 949-502-6700
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
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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