Mark Aguilar (CRD# 5184549) is an Investment Advisor Representative working at Procore Advisors, LLC 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 |
---|---|---|---|
Procore Advisors, LLC | Newport Beach, CA | Aug 2023 - Current | < 1 |
City Cruises By Hornblower | Newport Beach, CA | Jan 2022 - Current | 2 |
Mja Partners, Inc. | Newport Beach, CA | Feb 2020 - Current | 4 |
Leafworks | Sebastapol, CA | Jan 2020 - Mar 2020 | < 1 |
Better Than Good Holdings | Perris, CA | Nov 2019 - Jan 2020 | < 1 |
Peoples Ca/nlm Group (thirty One Labs) | Santa Ana, CA | Jan 2018 - Nov 2019 | 1 |
Return Chaser/skunkleberry's | Costa Mesa, CA | Nov 2016 - Dec 2017 | 1 |
Ibms/greenfence | Las Vegas, NV | May 2012 - Nov 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- CA
-
Total Assets Under Management93MILLIONS
-
Total Number of Accounts388ACCOUNTS
-
Average Account Value$238,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, OR, TX
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