Michael Mess (CRD# 5332104) is an Investment Advisor Representative working at Veracity Capital LLC in Newport Beach, CA and has over 16 years 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 |
---|---|---|---|
Veracity Capital Tax Advisors, LLC | Costa Mesa, CA | Feb 2024 - Current | < 1 |
Sandpiper Exchange LLC | Costa Mesa, CA | Jun 2022 - Current | 2 |
Mj Ventures | Costa Mesa, CA | Dec 2021 - Current | 2 |
Veracity Capital LLC | Costa Mesa, CA | Nov 2018 - Current | 5 |
Purshe Kaplan Sterling Investments | Albany, NY | Nov 2020 - Mar 2022 | 1 |
F3 Logic, LLC | Costa Mesa, CA | Nov 2018 - Dec 2019 | 1 |
The Ayco Company LP | Irvine, CA | Jan 2007 - Nov 2018 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- CA
- TX
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Total Assets Under Management660MILLIONS
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Total Number of Accounts1,677ACCOUNTS
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Average Account Value$393,279
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, MA, NC, NH, NJ, NY, OH, OK, PA, TN, TX, VA
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