Justin Singletary (CRD# 6325695) is an Investment Advisor Representative working at Quiver Financial Holdings LLC in San Clemente, CA and has over 6 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 |
|---|---|---|---|
| Quiver Financial Holdings LLC | San Clemente, CA | Sep 2020 - Current | 3 |
| Westpark Capital Inc. | Irvine, CA | Jan 2017 - Sep 2020 | 3 |
| World Financial Group, Inc. | Norco, CA | May 2016 - Dec 2016 | < 1 |
| Transamerica Financial Advisors, Inc. | Norco, CA | Apr 2016 - Dec 2016 | < 1 |
| Js Properties | Newport Beach, CA | Jul 2012 - Mar 2016 | 3 |
| Ar2 Capital Partners, LLC | Newport Beach, CA | Apr 2014 - Feb 2016 | 1 |
| Pruco Securities, LLC | Irvine, CA | Apr 2014 - Oct 2014 | < 1 |
| The Prudential Insurance Company Of America | Irvine, CA | Apr 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management68MILLIONS
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Total Number of Accounts295ACCOUNTS
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Average Account Value$230,508
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA, TX
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