Miguel Ohara (CRD# 5884894) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Walnut Creek, CA and has over 13 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Walnut Creek, CA | Oct 2020 - Current | 3 |
| Charles Schwab Bank, Ssb | Walnut Creek, CA | Oct 2020 - Current | 3 |
| Jp Morgan Securities LLC | Corte Madera, CA | Aug 2015 - Oct 2020 | 5 |
| Jp Morgan Chase Bank, N.a. | Corte Madera, CA | Aug 2015 - Oct 2020 | 5 |
| J.p. Morgan Securities LLC | Corte Madera, CA | Oct 2014 - Aug 2015 | < 1 |
| Wells Fargo Advisors LLC | San Francisco, CA | Jan 2014 - Oct 2014 | < 1 |
| Wells Fargo Bank Na | San Francisco, CA | Dec 2013 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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