Anthony HernandezCRD Number: 5605914
Current Firm: Cuna Brokerage Services, Inc.
Anthony Hernandez (CRD# 5605914) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Tustin, CA and has over 7 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|Schools First Federal Credit Union||Tustin, CA||Nov 2012 - Current||3|
|Cuna Brokerage Services, Inc.||Waverly, IA||Nov 2012 - Current||3|
|Wells Fargo Advisors LLC||Anaheim, CA||Jan 2009 - Nov 2012||3|
|Wells Fargo Bank Na||Anaheim, CA||May 2007 - Nov 2012||5|
|Wells Fargo Investments, LLC||Anaheim Hills, CA||Oct 2008 - Jan 2011||2|
|Home Loan Center||Irvine, CA||Jun 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV