Michael KamerCRD Number: 3168718
Current Firm: Wedbush Securities Inc.
Michael Kamer (CRD# 3168718) is an Investment Advisor Representative working at Wedbush Securities Inc. in Ontario, CA and has over 18 years of experience in the finance industry.
Eclectic Associates, Inc.
Asset Planning, Inc.
Brian Carruthers & Associates
|Wedbush Securities Inc.||Ontario, CA||Feb 2016 - Current||1|
|D.a. Davidson & Company||West Covina, CA||Nov 2013 - Feb 2016||2|
|Crowell, Weedon & Company||West Covina, CA||Aug 2009 - Nov 2013||4|
|Morgan Stanley Smith Barney||Ontario, CA||Jun 2009 - Jul 2009||< 1|
|Morgan Stanley & Company, Incorporated||Ontario, CA||Apr 2007 - Jun 2009||2|
|Dean Witter Reynolds Inc.||Ontario, CA||Nov 1998 - Apr 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
Total Assets Under Management1,254MILLIONS
Total Number of Accounts4,156ACCOUNTS
Average Account Value$301,643
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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, TX, UT, VA, VI, VT, WA, WI, WV