Isidro Miramontes (CRD# 2670160) is an Investment Advisor Representative working at Miramontes Capital, LLC in Newport Beach, CA and has over 28 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Trust Investment Services | Laguna Beach, CA | May 2023 - Current | < 1 |
| Miramontes Capital, LLC | Irvine, CA | Jul 2015 - Current | 8 |
| Saxony Securities, Inc. | St. Louis, MO | Nov 2021 - May 2023 | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2015 - Nov 2021 | 6 |
| Dw Advisors, LLC | Newport Beach, CA | Jul 2015 - Feb 2016 | < 1 |
| Ubs Financial Services Inc. | Brea, CA | Feb 2008 - Jul 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1995 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management260MILLIONS
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Total Number of Accounts1,287ACCOUNTS
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Average Account Value$201,934
- 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
AZ, CA, FL, NV, TX
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