Christopher Dinterman (CRD# 2731588) is an Investment Advisor Representative working at Ares Financial Consulting LLC in Temecula, CA and has over 27 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2345668
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Coast Fiduciary, LLC | Sherman Oaks, CA | Mar 2024 - Current | < 1 |
| Ares Financial Consulting | Temecula, CA | Feb 2024 - Current | < 1 |
| Unemployed | Temecula, CA | Sep 2023 - Feb 2024 | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | San Diego, CA | Nov 2012 - Aug 2023 | 10 |
| Tiaa | San Diego, CA | Nov 2012 - Aug 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- CA
-
Total Assets Under Management186MILLIONS
-
Total Number of Accounts714ACCOUNTS
-
Average Account Value$260,350
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, MN, NH, OR, TX, WA, WI
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