Michael Cannivet (CRD# 5125159) is an Investment Advisor Representative working at Silverlight Asset Management, LLC in Newport Beach, CA and has over 18 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 |
|---|---|---|---|
| Silverlight Asset Management, LLC | Newport Beach, CA | Dec 2016 - Current | 7 |
| Cs Planning Corp. | Portland, OR | Dec 2016 - Mar 2020 | 3 |
| Palo Capital, Inc. | Newport Beach, CA | Oct 2009 - Dec 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- CA
- TX
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts78ACCOUNTS
-
Average Account Value$421,187
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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