Michael Remington is a registered investment advisor, based in Newport Beach, CA, with 17 years of industry experience.
Location
4701 Teller Ave, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael conducts advisory business through his RIA, Miramontes Capital, and sells various insurance products including life, health, annuities, and long-term care. He also dedicates time to ministry work at St. Kaleri Church and marriage counseling at Retrouvaille of Santa Clarita.
Employment History
Current Registrations
Balanced Security Planning, INC.
Balanced Security Planning, INC.Broker
Miramontes Capital, LLC
Previous Registrations
Saxony Securities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Hbw Advisory Services LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Edward Jones
Edward JonesBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.