Robert Rainey (CRD# 1794685) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Lake Forest, CA and has over 27 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 |
|---|---|---|---|
| Lion Street Financial | Lake Forest, CA | May 2020 - Current | 4 |
| Lion Street Advisors | Lake Forest, CA | May 2020 - Current | 4 |
| Visionlink Corporate Insurance Services, LLC | Irvine, CA | Jan 2007 - Current | 17 |
| The Visionlink Advisory Group, Inc. | Irvine, CA | Oct 1999 - Current | 24 |
| Visionlink Financial Advisors, Inc. | Irvine, CA | Oct 1996 - Current | 27 |
| M Holdings Securities, Inc. | Portland, OR | Jan 2007 - May 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- CA
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Total Assets Under Management2,342MILLIONS
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Total Number of Accounts7,526ACCOUNTS
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Average Account Value$311,185
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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