Gregory Ramirez (CRD# 2883461) is an Investment Advisor Representative working at Advisors On Call in Laguna Hills, CA and has over 26 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 |
|---|---|---|---|
| Claraphi Advisory Network, LLC | Aliso Viejo, CA | Oct 2013 - Current | 10 |
| Advisors On Call, LLC | Aliso Viejo, CA | May 2013 - Current | 11 |
| Cabin Securities, Inc. | Overland Park, KS | Sep 2017 - Jun 2018 | < 1 |
| Silber Bennett Financial, Inc. | Encino, CA | Apr 2015 - Sep 2017 | 2 |
| Richfield Orion International, Inc. | Castle Rock, CO | Jan 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
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- TX
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Total Assets Under Management47MILLIONS
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Total Number of Accounts342ACCOUNTS
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Average Account Value$137,202
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, TX, WI
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