Michael PashCRD Number: 1786168
Current Firm: Pure Financial Advisors, Inc.
Michael Pash (CRD# 1786168) is an Investment Advisor Representative working at Pure Financial Advisors, Inc. in Irvine, CA and has over 21 years of experience in the finance industry. Michael Pash has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Pure Financial Advisors||San Diego, CA||Jun 2010 - Current||7|
|Multi-financial Securities Corporation||Irvine, CA||Feb 1999 - Jun 2010||11|
|Pash Investment Management||Irvine, CA||Feb 1999 - Jun 2010||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1996|
|S65||NASAA Investment Advisors Law Examination||Mar 1996|
Total Assets Under Management1,355MILLIONS
Total Number of Accounts7,032ACCOUNTS
Average Account Value$192,715
- 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
- Educational seminars/workshops
AZ, CA, CO, FL, LA, NV, NY, OR, TX, WA