Daniel Sexton (CRD# 5314524) is an Investment Advisor Representative working at RS Crum, Inc. in Newport Beach, CA and has 20 years of experience in the finance industry. Daniel Sexton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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 |
|---|---|---|---|
| Rs Crum Inc. | Newport Beach, CA | Apr 1996 - Current | 28 |
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Total Assets Under Management586MILLIONS
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Total Number of Accounts938ACCOUNTS
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Average Account Value$624,904
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX, WA
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