James Skorheim, financial advisor Laguna Hills CA

James Skorheim

CRD Number: 6384054
Current Firm: Dorman Skorheim Wealth Management LLC

James Skorheim (CRD# 6384054) is an Investment Advisor Representative working at Dorman Skorheim Wealth Management LLC in Laguna Hills, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Skorheim Wealth Management, LLC Laguna Hills, CA Sep 2023 - Current < 1
Dorman Skorheim Wealth Management, LLC Laguna Hills, CA Aug 2014 - Current 9
Skorheim & Associates, Aac Laguna Hills, CA Jan 2006 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for James M. Skorheim
Phone Number: 949-831-3899
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    104
    MILLIONS
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $1,854,156
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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