Prabhu Mogulla (CRD# 5851980) is an Investment Advisor Representative working at Peaceful Advisors LLC in Tustin, CA and has over 12 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 |
|---|---|---|---|
| Peaceful Advisors LLC | Tustin, CA | Oct 2017 - Current | 6 |
| Waddell & Reed | Tustin, CA | Apr 2014 - Current | 10 |
| Profcon Inc. | Tustin, CA | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- CA
- TX
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$454,545
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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