Crystal Oculee (CRD# 5730390) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Henderson, NV and has over 13 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Confidence Wealth Management, Llc (formerly Pl&j, Llc) | Los Angeles, CA | Jun 2017 - Current | 6 |
The Money Confidence And Global Women Initiative | Los Angeles, CA | Apr 2017 - Current | 6 |
Confidence Wealth & Insurance Solutions, Llc (formerly Pl&j) | Los Angeles, CA | Apr 2016 - Current | 7 |
Crystal Oculee | Los Angeles, CA | Jan 2007 - Current | 17 |
Parson Latimer & Judge, LLC | Los Angeles, CA | Jun 2011 - Jun 2017 | 6 |
Parson Latimer & Judge, LLC | Los Angeles, CA | Jul 2006 - Jun 2017 | 10 |
Parson Latimer & Judge Financial Insurance Solutions LLC | Los Angeles, CA | Jun 2011 - Apr 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2011 |
- CA
- NV
-
Total Assets Under Management198MILLIONS
-
Total Number of Accounts1,566ACCOUNTS
-
Average Account Value$126,478
- 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)
AK, AZ, CA, CO, FL, NV, TX, WA
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