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Simon + Reeves - Financial Advisor in Irvine, CA

Paladin Research Report For:

Simon Reeves

TideRock Financial

9900 Research Drive
Irvine, CA 92618
877-433-3665
Visit Website
https://www.tiderockfinancial.com

General Information

Firm Start Year
  • 2004
No. of Employees
  • 2-4
CRD#
  • 2835991
Firm CRD#
  • 155622
Insurance License#
  • Life & Health
States Licensed in
  • CA
Years of Experience in Financial Services
  • 25
Number of Years with Current Firm
  • 10
Work with the following types of clients
  • Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided
  • Portfolio Management, 401K Rollovers, Wealth Management, Estate Planning & Trusts

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes

Qualifications & Membership

Securities Licenses
  • Series 65
Insurance and Annuity Licenses
  • Annuity, Health, Variable Annuity, Long Term Care, Life
Financial Organization Memberships
  • FINRA (Financial Industry Regulatory Authority

Firm Information

Assets Managed by Firm
  • $95,000,000.00

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Based on Assets, Hourly, Flat Fee

Education

Bachelor of Arts - General Studies with emphasis on Global Economics
  • University of Michigan
    -

Disclosures

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Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1816966/paladinregistry-tiderock-financial-detailed-disclosure

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