John Coll (CRD# 849673) is an Investment Advisor Representative working at Pacific Specialty Investment Group, LLC in Newport Beach, CA and has over 41 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 |
|---|---|---|---|
| Pacific Specialty Investment Group, LLC | Newport Beach, CA | Mar 2022 - Current | 1 |
| Unemployed | Laguna Beach, CA | Feb 2021 - Feb 2022 | 1 |
| Accountants Asset Management | Laguna Hills, CA | May 2004 - Feb 2021 | 16 |
| Finance 500, Inc. | Irvine, CA | Jan 2009 - May 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1982 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
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.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management84MILLIONS
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Total Number of Accounts291ACCOUNTS
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Average Account Value$288,660
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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