Tristan DemersCRD Number: 7025989
Current Firm: Pruvise
Tristan Demers (CRD# 7025989) is an Investment Advisor Representative working at Pruvise in Irvine, CA and has over 5 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Pruvise,inc||Irvine, CA||Jun 2019 - Current||3|
|Pruvise, Inc.||Irvine, CA||May 2016 - Current||6|
|Mensch LLC||Los Angeles, CA||Mar 2015 - May 2016||1|
|Merchant Advocates Inc.||Portland, OR||Feb 2009 - Mar 2015||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2017|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management0MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$50,000
- A percentage of assets under your management
- Hourly charges
- 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
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