Isaiah Real, financial advisor Dana Point CA
90 score

Isaiah Real

CRD Number: 5917996
Current Firm: Laguna Wealth Advisors, LLC

Isaiah Real (CRD# 5917996) is an Investment Advisor Representative working at Laguna Wealth Advisors, LLC in Dana Point, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Laguna Wealth Advisors, LLC Aliso Viejo, CA Dec 2017 - Current < 1
Purshe Kaplan Sterling Investments, Inc. Albany, NY Dec 2015 - Dec 2017 2
Miramontes Capital, LLC Irvine, CA Jul 2015 - Dec 2017 2
Ubs Financial Services Inc. Brea, CA Jan 2014 - Jul 2015 1
California State University, Fullerton Fullerton, CA Aug 2009 - May 2014 4
Ubs Financial Services Inc. Brea, CA Apr 2011 - Dec 2013 2
Mater Dei High School Santa Ana, CA Aug 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Isaiah A. Real
Phone Number: 949 464-4466
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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