Doron Linz (CRD# 1849991) is an Investment Advisor Representative working at Ivy Advisors, LLC in Santa Barbara, CA and has over 16 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Santa Barbara, CA | Feb 2019 - Current | 5 |
| Jpmorgan Securities, LLC | Santa Barbara, CA | Feb 2019 - Current | 5 |
| Ivy Advisors, LLC | Santa Barbara, CA | Jul 2007 - Jan 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- CA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$4,000,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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