Donald Doungpanya (CRD# 4664308) is an Investment Advisor Representative working at Salt Capital Management in Ladera Ranch, CA and has over 20 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 |
|---|---|---|---|
| Salt Capital Group, Inc. | Ladera Rach, CA | Apr 2023 - Current | 1 |
| Salt Capital Wealth Management, LLC | Ladera Ranch, CA | Jun 2020 - Current | 3 |
| Salt Capital, LLC | Ladera Ranch, CA | Jun 2020 - Current | 3 |
| Salt Capital Investment Management, LLC | Ladera Ranch, CA | Jun 2020 - Current | 3 |
| Salt Capital Management, Inc. | Ladera Ranch, CA | Jan 2006 - Current | 18 |
| Salt Capital Global Securities, LLC | Ladera Ranch, CA | Jun 2020 - Apr 2023 | 2 |
| Us Capital Global Wealth Management LLC | 555 Montgomery St. Suite 501, CA | Jan 2019 - May 2020 | 1 |
| Us Capital Wealth Management, LLC | San Diego, CA | Jan 2018 - May 2020 | 2 |
| Us Capital Global Securities, LLC | San Francisco, CA | Dec 2017 - May 2020 | 2 |
| Tweet Management Services | La Mesa, CA | Oct 2012 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
| S63 | Uniform Securities State Law Examination | Oct 2022 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management15MILLIONS
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Total Number of Accounts16ACCOUNTS
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Average Account Value$918,750
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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