John Urrutia (CRD# 5260447) is an Investment Advisor Representative working at Planmember Securities Corporation in Rancho Mirage, CA and has over 16 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Jul 2017 - Current | 6 |
| John Urrutia (self Employed) | Rancho Mirage, CA | Jan 2008 - Current | 16 |
| Rooney Group, Inc. Dba Teachers Tax Service | Rancho Mirage, CA | Sep 2007 - Current | 16 |
| Lincoln Investment | Fort Washington, PA | Nov 2006 - Jul 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- CA
- TX
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, TN, TX, UT, VA, VT, WA, WI, WV, WY
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