Ian Venzon (CRD# 6618720) is an Investment Advisor Representative working at Lpl Financial LLC in Newport Beach, CA and has over 5 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 |
|---|---|---|---|
| Pence Capital Management | Newport Beach, CA | Sep 2020 - Current | 3 |
| Pence Wealth Management | Newport Beach, CA | Jan 2018 - Current | 6 |
| Lpl Financial, LLC | Newport Beach, CA | Jan 2018 - Current | 6 |
| Unemployed | Huntington Beach, CA | Sep 2017 - Jan 2018 | < 1 |
| Big Sky Capital Investments | Irvine, CA | Mar 2017 - Sep 2017 | < 1 |
| Harvey And Company LLC | Newport Beach, CA | Sep 2016 - Jan 2017 | < 1 |
| Unemployed | Los Angeles, CA | Apr 2016 - Sep 2016 | < 1 |
| Wells Fargo Advisors | Pasadena, CA | Aug 2014 - Apr 2016 | 1 |
| California State Polytechnic University, Pomona | Pomona, CA | Sep 2010 - Apr 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- CA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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