Mikhael Turcan (CRD# 7665159) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in San Diego, CA and has 1 year of experience in the finance industry.
CRD# 2946276
Lpl Financial LLC
CRD# 1563615
Ubs Financial Services Inc.
CRD# 2705314
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dunham & Associates Investment Counsel, Inc. | San Diego, CA | Nov 2022 - Current | 1 |
| Citibank | San Diego, CA | Oct 2021 - Nov 2022 | 1 |
| The Liberty Group | San Jose, CA | Jun 2021 - Oct 2021 | < 1 |
| Labormax | San Jose, CA | Jan 2021 - Jun 2021 | < 1 |
| Unemployed | San Jose, CA | Sep 2020 - Jan 2021 | < 1 |
| Fpi Management | San Jose, CA | Jul 2019 - Sep 2020 | 1 |
| Labormax | San Jose, CA | Jan 2019 - Jul 2019 | < 1 |
| Uber | San Francisco, CA | Jul 2017 - Jul 2019 | 2 |
| Humboldt State University & The Kings Academy | Arcata, CA | Jan 2013 - Jul 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- CA
-
Total Assets Under Management3,764MILLIONS
-
Total Number of Accounts10,985ACCOUNTS
-
Average Account Value$342,640
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, FL, NJ, NV, NY, TX, VA
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