Stephanie Hernandez (CRD# 7445984) is an Investment Advisor Representative working at Bulman Wealth Group in Temecula, CA and has 1 year of experience in the finance industry.
CRD# 2297887
Principal Securities, Inc.
CRD# 2066720
Osaic Wealth, Inc.
CRD# 5440273
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bulman Wealth Group | Temecula, CA | Mar 2024 - Current | < 1 |
| Bulman Wealth Group | Temecula, CA | Mar 2021 - Feb 2024 | 2 |
| Dubots Capital Management | Temecula, CA | Feb 2017 - Feb 2021 | 4 |
| National Merchants Association | Temecula, CA | Feb 2015 - Jan 2017 | 1 |
| Pechanga Resort Association | Temecula, CA | Jul 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- CA
-
Total Assets Under Management148MILLIONS
-
Total Number of Accounts974ACCOUNTS
-
Average Account Value$152,178
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NV, PA, TN, TX
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