Tristan Demers, financial advisor Irvine CA

Tristan Demers

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Tristan M. Demers
Phone Number: 949-798-5744
Firm Website: http://www.pruvise.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $50,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA

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