Kevin Messenger (CRD# 5235076) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Newport Beach, CA and has over 13 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 |
|---|---|---|---|
| Mml Investors Services LLC | Irvine, CA | Nov 2014 - Current | 9 |
| Massmutual Life Insurance Company | Irvine, CA | Oct 2014 - Current | 9 |
| Signature Resources Capital Management | Irvine, CA | Nov 2010 - Current | 13 |
| Signator Investors, Inc. | Irvine, CA | Dec 2008 - Oct 2014 | 5 |
| Signature Resources, Insurance & Financial Services, Inc. | Irvine, CA | Mar 2007 - Oct 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- CA
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Total Assets Under Management219MILLIONS
-
Total Number of Accounts1,174ACCOUNTS
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Average Account Value$186,372
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, LA, MA, NJ, NM, NY, PA, TX
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