Li Lacagnina (CRD# 7512964) is an Investment Advisor Representative working at American Fundstars in Newport Beach, CA and has 1 year 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 |
|---|---|---|---|
| American Fundstars Financial Group LLC | Newport Beach, CA | Mar 2022 - Current | 1 |
| Global Insights Real Estate Investments, LLC | Irvine, CA | Jul 2021 - Current | 2 |
| Jeunesse | Irvine, CA | Nov 2018 - Current | 5 |
| Lvig Corp | Irvine, CA | Jul 2018 - Current | 5 |
| World Financial Group Insurance Agency, LLC | Irvine, CA | May 2018 - Current | 5 |
| Home Maker | Irvine, CA | Jan 2012 - Jul 2018 | 6 |
- CA
-
Total Assets Under Management119MILLIONS
-
Total Number of Accounts248ACCOUNTS
-
Average Account Value$481,065
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.