Rana Verhoog (CRD# 7345801) is an Investment Advisor Representative working at American Money Management, LLC in Rancho Santa Fe, CA and has over 3 years of experience in the finance industry.
CRD# 5621865
Lpl Financial LLC
CRD# 1563615
Ubs Financial Services Inc.
CRD# 2705314
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Money Management | Rancho Santa Fe, CA | Jan 2021 - Current | 3 |
| Cubic Corporation | San Diego, CA | Jun 2019 - Jan 2021 | 1 |
| Kpmg, LLP | San Diego, CA | Sep 2017 - Jun 2019 | 1 |
| Unemployed | Poway, CA | Jun 2016 - Sep 2017 | 1 |
| Snake Oil Cocktail Company | San Diego, CA | Jan 2016 - Jun 2016 | < 1 |
| University Of San Diego | San Diego, CA | Aug 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- CA
-
Total Assets Under Management660MILLIONS
-
Total Number of Accounts1,595ACCOUNTS
-
Average Account Value$414,090
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, NH, NY, OR, PA, TN, TX, VA, WA
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