Kalvin Cruz (CRD# 7692957) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Long Beach, 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# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Alamitos, CA | Jan 2023 - Current | 1 |
| Bank Of America, N.a. | Los Alamitos, CA | Jan 2023 - Current | 1 |
| New American Funding | Tustin, CA | Sep 2022 - Jan 2023 | < 1 |
| Loandepot | Irvine, CA | Sep 2021 - Sep 2022 | 1 |
| Plumbing Services Socal | Downey, CA | Jan 2021 - Sep 2021 | < 1 |
| Ciemt | Signal Hill, CA | Oct 2020 - Nov 2020 | < 1 |
| Behr Paint Company | Santa Ana, CA | Jan 2017 - Sep 2020 | 3 |
| Pacific Coast University School Of Law | Long Beach, CA | Aug 2016 - Dec 2016 | < 1 |
| Rodriguez & Tran, LLP | Los Angeles, CA | Mar 2016 - Aug 2016 | < 1 |
| Fair Program | El Segundo, CA | May 2015 - Aug 2016 | 1 |
| Enterprise Rent A Car | Signal Hill, CA | Sep 2015 - Mar 2016 | < 1 |
| New Mexico State University | Las Cruces, NM | Jan 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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