Anika Wilson (CRD# 7320582) is an Investment Advisor Representative working at Spinnaker Investment Group, LLC in Newport Beach, CA and has over 3 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 |
|---|---|---|---|
| Spinnaker Investment Group, LLC | Newport Beach, CA | Dec 2020 - Current | 3 |
| Pepperdine University | Malibu, CA | Aug 2015 - Nov 2020 | 5 |
| John Lee's Beach Volleyball Camp | Santa Barbara, CA | Jun 2016 - Aug 2016 | < 1 |
| San Marcos High School | Santa Barbara, CA | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- CA
-
Total Assets Under Management677MILLIONS
-
Total Number of Accounts2,196ACCOUNTS
-
Average Account Value$308,186
- 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
AZ, CA, CO, FL, ID, IL, LA, NC, NH, NV, NY, TN, TX, UT, VA, WA
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