Jeffrey StangaCRD Number: 6387255
Current Firm: Financial Management Network Inc.
Jeffrey Stanga (CRD# 6387255) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 3 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Fmn Capital Corporation||Mission Viejo, CA||Aug 2014 - Current||3|
|Scevro Finance||Apple Valley / Irvine, CA||Jun 2006 - Current||11|
|Newport Private Capital||Newport Beach, CA||Feb 2010 - Nov 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management688MILLIONS
Total Number of Accounts1,089ACCOUNTS
Average Account Value$631,962
- 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
AZ, CA, FL, KS, LA, NC, NV, OR, TN, TX, WA