Brent Honea (CRD# 2289905) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 31 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 |
|---|---|---|---|
| Arkadios Captial | Orange, CA | Mar 2024 - Current | < 1 |
| Secura Financial LLC | Orange, CA | Nov 2019 - Current | 4 |
| Barth Calderon, LLC | Orange, CA | Dec 2013 - Current | 10 |
| Bentley Financial & Insurance Services | Orange, CA | Oct 2013 - Current | 10 |
| Crown Capital Securities, LP | Orange, CA | Jan 2015 - Mar 2024 | 9 |
| Barth Financial Advisors, LLC | Orange, CA | Mar 2014 - Dec 2019 | 5 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Jan 2014 - Dec 2014 | < 1 |
| J.w. Cole Financial, Inc. | Tampa, FL | Dec 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- CA
-
Total Assets Under Management230MILLIONS
-
Total Number of Accounts1,123ACCOUNTS
-
Average Account Value$205,208
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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 derived from SEC.gov data covering 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.
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.