Anthony Rossi (CRD# 5645994) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Newport Beach, CA and has over 14 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 |
|---|---|---|---|
| Signature Resources Capital Management LLC | Irvine, CA | Aug 2019 - Current | 4 |
| Signature Resources Insurance And Financial Services | Irvine, CA | Jul 2019 - Current | 4 |
| Ae Wealth Management, LLC | Topeka, KS | Apr 2019 - Aug 2019 | < 1 |
| Paladin Financial & Insurance Solutions | Irvine, CA | Jan 2019 - Jul 2019 | < 1 |
| Park Avenue Securities, LLC | Newport Beach, CA | May 2016 - Apr 2019 | 2 |
| Park Avenue Securities, LLC | Newport Beach, CA | Dec 2015 - Apr 2019 | 3 |
| Pacific Advisors, LLC | Newport Beach, CA | Dec 2015 - Dec 2018 | 3 |
| Guardian Life Insurance | Newport Beach, CA | Sep 2015 - Dec 2018 | 3 |
| Davinci Financial & Insurance Associates | Irvine, CA | Jun 2011 - Dec 2015 | 4 |
| Capital Synergy Partners | Irvine, CA | May 2014 - Nov 2015 | 1 |
| Capital Synergy Partners | Irvine, CA | May 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management219MILLIONS
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Total Number of Accounts1,174ACCOUNTS
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Average Account Value$186,372
- A percentage of assets under your management
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AZ, CA, CO, LA, MA, NJ, NM, NY, PA, TX
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