Sunni Allen (CRD# 6621073) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 8 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 |
|---|---|---|---|
| Apriem Advisors | Irvine, CA | Jan 2020 - Current | 4 |
| Choc Children's Hospital | Orange, CA | May 2018 - Dec 2019 | 1 |
| Goodwill Industries Of San Diego County | San Diego, CA | Jan 2017 - Apr 2018 | 1 |
| Foresters Financial Services | San Diego, CA | Dec 2016 - Jan 2017 | < 1 |
| Foresters Financial Services | San Diego, CA | Mar 2016 - Dec 2016 | < 1 |
| Rodan+fields Dermatologists | San Francisco, CA | Jun 2014 - Mar 2016 | 1 |
| Zero Chaos | Orlando, FL | Aug 2015 - Jan 2016 | < 1 |
| Triton Capital | San Diego, CA | Nov 2015 - Dec 2015 | < 1 |
| Point Loma Nazarene University | San Diego, CA | Aug 2013 - Dec 2015 | 2 |
| Special Olympics World Games La2015 | Los Angeles, CA | May 2015 - Aug 2015 | < 1 |
| Pasadena City College | Pasadena, CA | Jun 2014 - Aug 2014 | < 1 |
| Wundabar Pilates | Montrose, CA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2016 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- CA
-
Total Assets Under Management1,050MILLIONS
-
Total Number of Accounts2,467ACCOUNTS
-
Average Account Value$425,486
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based 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, HI, ID, MD, NH, NV, OR, PA, TX, WA
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