Dane May (CRD# 7780369) is an Investment Advisor Representative working at Depaolo & May Strategic Wealth LLC in Ladera Ranch, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Depaolo & May Strategic Wealth, LLC | Ladera Ranch, CA | Jul 2023 - Current | < 1 |
| Achievement Network | Remote, CA | Jul 2023 - Current | < 1 |
| Mitchell Anthony Capital Management | Irvine, CA | Feb 2019 - Jul 2023 | 4 |
| Panasonic Avionics | Lake Forest, CA | Aug 2017 - Feb 2019 | 1 |
| Jp Morgan Chase & Company | New York, NY | Mar 2016 - Aug 2017 | 1 |
| Bank Of America/merrill Lynch | New York, NY | Sep 2009 - Mar 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- CA
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts55ACCOUNTS
-
Average Account Value$366,145
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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