Rem Oculee, financial advisor Henderson NV

Rem Oculee

CRD Number: 2129026
Current Firm: Confidence Wealth Management, LLC

Rem Oculee (CRD# 2129026) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Henderson, NV and has over 32 years of experience in the finance industry.

Similar Advisors
Jennifer Davis, financial advisor Henderson NV
Jennifer A. Davis
CRD# 2481766
Skyoak Capital, Inc.
Similar Advisors
Marc Aarons, financial advisor Henderson NV
Marc S. Aarons
CRD# 4459102
Money Managers, Inc.
Similar Advisors
Gregory Adams, financial advisor Henderson NV
Gregory L. Adams
CRD# 5192556
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Exit Mindset, LLC Henderson, NV Feb 2021 - Current 3
Confidence Life Insurance Solutions LLC Torrance, CA Dec 2018 - Current 5
3rd Delta, Inc. Los Angeles, CA Dec 2018 - Current 5
Confidence Wealth & Insurance Solutions, Llc (formerly Pl&j) Henderson, NV Apr 2016 - Current 7
9q Ventures Los Angeles, CA Feb 2013 - Current 11
Confidence Wealth Management, Llc (formerly Pl&j, Llc) Henderson, NV Jun 2011 - Current 12
Parson, Latimer & Judge Financial Insurance Solutions LLC Los Angeles, CA Jun 2011 - Apr 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1991
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for Rem Oculee
Phone Number: 310-824-1000
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    198
    MILLIONS
  • Total Number of Accounts
    1,566
    ACCOUNTS
  • Average Account Value
    $126,478
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, FL, NV, TX, WA

Ready to hire a financial advisor? Get competitive proposals from Rem Oculee and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.