Kurtis Desousa (CRD# 7399811) is an Investment Advisor Representative working at West Wealth Group, LLC in Irvine, CA and has over 2 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 |
|---|---|---|---|
| West Wealth Group, LLC | Irvine, CA | Oct 2021 - Current | 2 |
| Bml Wealth Management | Irvine, CA | Jul 2021 - Current | 2 |
| Cooper Mcmanus | Irvine, CA | Jul 2021 - Nov 2021 | < 1 |
| Mpwm, Inc. Dba Terra Firma | Tustin, CA | Aug 2020 - Jul 2021 | < 1 |
| Osborn Sales Solutions | Orange, CA | Oct 2019 - Aug 2020 | < 1 |
| Arizona State University | Tempe, AZ | Aug 2015 - Oct 2019 | 4 |
| Student | Irvine, CA | Jul 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- CA
-
Total Assets Under Management349MILLIONS
-
Total Number of Accounts1,804ACCOUNTS
-
Average Account Value$193,614
- 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
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, ID, LA, MO, MT, NV, OR, PA, TX, WA
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