Max Abrams (CRD# 1611366) is an Investment Advisor Representative working at Money Managers, Inc. in Orange, CA and has over 37 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 |
|---|---|---|---|
| Money Managers, Inc. | Las Vegas, NV | Feb 2022 - Current | 2 |
| Acc Mortgage | Torrance, CA | Oct 2020 - Oct 2023 | 3 |
| Homebay / Lenox Loans | Santa Ana, CA | Mar 2021 - Aug 2022 | 1 |
| Sun West Mortgage | Buena Park, CA | Nov 2020 - Mar 2021 | < 1 |
| Abrams Group | Irvine, CA | Mar 2020 - Oct 2020 | < 1 |
| Alliance Tax Advocate | Santa Ana, CA | Jul 2019 - Mar 2020 | < 1 |
| Abrams Finance Group | Irvine, CA | Nov 2018 - Jul 2019 | < 1 |
| Mr Cooper Inc. | Santa Ana, CA | Jan 2018 - Oct 2018 | < 1 |
| Abrams Finance Group | Irvine, CA | Jul 2017 - Dec 2017 | < 1 |
| Meridien Energy Group | Irvine, CA | Mar 2017 - Jul 2017 | < 1 |
| Perfect Power Systems | Los Angeles, CA | Jul 2015 - Feb 2017 | 1 |
| Intelliloan | Tuotin, CA | Feb 2015 - Jul 2015 | < 1 |
| Aag | Orange, CA | Sep 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1987 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management153MILLIONS
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Total Number of Accounts701ACCOUNTS
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Average Account Value$218,787
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, NV, TX
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