Carmel Exum (CRD# 7395532) is an Investment Advisor Representative working at Wealth Asset Managers in San Diego, CA and has over 2 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nelson Securities,inc. | San Diego, CA | Feb 2020 - Current | 4 |
| Transition Staffing Group | San Diego, CA | Sep 2019 - Feb 2020 | < 1 |
| Marriot Hotels | San Diego, CA | Apr 2019 - Aug 2019 | < 1 |
| Hilton Hotels | San Diego, CA | Apr 2018 - Apr 2019 | 1 |
| Petsmart | San Diego, CA | Sep 2017 - Apr 2018 | < 1 |
| University Of California San Diego | San Diego, CA | Sep 2014 - Dec 2017 | 3 |
| Ralphs | San Diego, CA | Mar 2016 - Jun 2016 | < 1 |
| Hilton Hotels | Phoenix, AZ | Jun 2014 - Sep 2014 | < 1 |
| Santa Monica Hs | Santa Monica, CA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
| S63 | Uniform Securities State Law Examination | Feb 2022 |
- CA
-
Total Assets Under Management213MILLIONS
-
Total Number of Accounts2,052ACCOUNTS
-
Average Account Value$103,867
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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