| Advisor Profile |
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| Name: |
Marvin Remmich |
| Phone Number: |
(925) 272-0876 |
| Website: |
Visit Website
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| Request More Information |
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Business Description |
With my years of experience in the Financial Planning including Real Estate Brokerage puts me ahead of other advisor's.
I am available to discuss your total financial goals from retirement, real estate, exit strategy etc.
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General Information |
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| Insurance License#: |
0636606
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| Name of Broker/Dealer: |
Royal Alliance, Inc
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| States Licensed in: |
CA, OR,
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| States Willing to do Business in: |
CA
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| Years of Experience in Financial Services: |
27
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| Number of Years with Current Firm: |
5
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| Work Experience: |
General financial planning for individuals and business.
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| I work with the following types of clients: |
Investment Clubs, Individual Investors, Non-Profit Organizations, Businesses
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Education |
| Academic Background |
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CFP-(Certified Financial Planner), MBA
CEP-(Certified Estate Planner)
CSA-(Certified Senior Advisor)
Real Estate Broker
QSC-(Quality Service Certification) |
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Services |
| Investment Types: |
Alternative Investments, Mortgages & Real Estate, Real Estate, Mutual Funds, Bonds, Annuities, Insurance
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Financial Planner, Certified Senior Advisor (CSA)®
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| Securities Licenses: |
Series 63, Series 24, Series 7
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| Insurance and Annuity Licenses: |
Variable Annuity, Variable Life, Annuity, Life
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| Financial Organization Memberships: |
Financial Planning Association (FPA), Society of Financial Services Professionals, National Association of Insurance and Financial Advisors (NAIFA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
135
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| Firm's Number of Planning Clients: |
22
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| Firm's Number of Managed Clients: |
7
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| Assets Managed by Firm: |
Yes
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| Advisor's Number of Clients: |
135
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| Advisor's Number of Managed Clients: |
7
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| Advisor's Number of Planning Clients: |
22
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Commissions, Hourly, Based on Assets
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| Fee % Based on Assets: |
.5
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| Additional Details on Charges: |
I am willing to tailor the charges to the specific individual, I am here to create wealth and work with your desired goals.
One hour of FREE consultation. Before you talk to anyone else, I would suggest you call me.
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| Prepared By: |
Marvin Remmich |
Frequently Asked Questions |
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