Joy DutmersCRD Number: 3111710
Current Firm: Principal Securities, Inc.
Joy Dutmers (CRD# 3111710) is an Investment Advisor Representative working at Principal Securities, Inc. in Irvine, CA and has over 17 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Princor Financial Services Corporation||Lagina Hills, CA||Aug 1998 - Current||18|
|Principal Financial Group||Laguna Hills, CA||Jul 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1999|
|S65||NASAA Investment Advisors Law Examination||Oct 2005|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV