Phillip Gorian (CRD# 1704169) is an Investment Advisor Representative working at Gorian Investments in San Bernardino, CA and has over 25 years of experience in the finance industry.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 1527744
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gorian Investments | San Bernardino, CA | Apr 2014 - Current | 10 |
| Staffmark | Redlands, CA | Jan 2017 - Dec 2018 | 1 |
| Oaktree Brokerage | Chantilly, VA | Jun 2013 - May 2018 | 4 |
| Unitedhealthcare | Rocky Hill, CT | May 2013 - May 2018 | 5 |
| Asset Marketing Systems | San Diego, CA | Mar 2012 - May 2018 | 6 |
| Wilshire Capital Group, Inc. | Highland, CA | Jul 2013 - Dec 2016 | 3 |
| American Team Managers | Anaheim, CA | May 2013 - Jun 2016 | 3 |
| Transamerica | Cedar Rapids, IA | Mar 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- CA
-
Total Assets Under Management21MILLIONS
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Total Number of Accounts27ACCOUNTS
-
Average Account Value$775,645
- A percentage of assets under your management
- 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
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