Phillip Napper (CRD# 2095763) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 32 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 |
|---|---|---|---|
| Bentley Financial & Insurance Services, Inc. | Orange, CA | Dec 2009 - Current | 13 |
| Barthcalderon, LLP | Orange, CA | Jan 2009 - Current | 14 |
| Secura Financial, LLC | Orange, CA | Jul 1998 - Current | 24 |
| Crown Capital Securities, LP | Orange, CA | Jan 2015 - Jan 2020 | 5 |
| J.w. Cole Financial, Inc. | Carlsbad, CA | Jun 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1991 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
- CA
-
Total Assets Under Management207MILLIONS
-
Total Number of Accounts1,007ACCOUNTS
-
Average Account Value$205,525
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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)
CA
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