Armand MagcalasCRD Number: 6240661
Current Firm: Morgan Stanley
Armand Magcalas (CRD# 6240661) is an Investment Advisor Representative working at Morgan Stanley in Long Beach, CA and has over 3 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Fried Asset Management, Inc.
|Morgan Stanley||Long Beach, CA||Mar 2014 - Current||3|
|Northwestern Mutual Investment Services LLC||Los Angeles, CA||Nov 2013 - Mar 2014||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Sep 2013 - Mar 2014||< 1|
|Mcmaster-carr Supply Co||Santa Fe Springs, CA||Mar 2012 - Aug 2013||1|
|Sephora Inc.||Brea, CA||Jun 2005 - Mar 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2014|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV
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