Anne
Tahim

Capstone Wealth Management, Inc

CRD#4809451
Investment Advisor
in Santa Ana, CA

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About this Advisor

Anne Tahim is a financial advisor operating in Santa Ana, California with a total of 2 years of relevant experience. Tahim is currently employed by Capstone Wealth Management, Inc. Tahim has gained experience at Nms Capital Asset Management, Inc, Nms Financial Securities LLC, Nms Capital Advisors, LLC, Capstone Wealth Management, Inc, Tahim And Associates, Apc and Resource Managment Consultants, Inc. Tahim holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California. Capstone Wealth Management, Inc is a registered investment company operating in Santa Ana, California.

Certifications and Registrations

Series 66

Years Registered*

2 years

Office Location

901 W. Civic Center Dr. Suite 160
Santa Ana, CA 92703

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Anne Tahim Work History

Anne has been registered as a financial advisor for 2 years.*

2014 - Present (10 years)

Capstone Wealth Management, Inc

2011 - Present (13 years)

Tahim And Associates, Apc

2011 - Present (13 years)

Resource Managment Consultants, Inc

2012 - 2015 (3 years)

Nms Financial Securities LLC

2012 - 2015 (3 years)

Nms Capital Advisors, LLC

2011 - 2015 (4 years)

Nms Capital Asset Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anne Tahim to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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