Nancy Michael (CRD# 4317535) is an Investment Advisor Representative working at Crown Capital Securities, LP in Orange, CA and has over 23 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 |
|---|---|---|---|
| First American Management | Palos Verdes Estates, CA | Dec 2023 - Current | < 1 |
| Crown Capital Securities, LP | Orange, CA | Sep 2004 - Current | 19 |
| First American Investments | Palos Verdes Estates, CA | Jul 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- CA
-
Total Assets Under Management1,223MILLIONS
-
Total Number of Accounts5,654ACCOUNTS
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Average Account Value$216,326
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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