Crystal
Oculee
Confidence Wealth Management, LLC
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About this Advisor
Crystal Oculee is a financial advisor based in Henderson, Nevada, working with Confidence Wealth Management, LLC. Crystal has previously held positions at Parson Latimer & Judge, LLC, Parson Latimer & Judge Financial Insurance Solutions LLC, Confidence Wealth & Insurance Solutions, LLC (formerly Pl&J), Confidence Wealth Management, LLC (formerly Pl&J, LLC), Crystal Oculee, and The Money Confidence And Global Women Initiative. Crystal has passed the Series 65 regulatory exam and is registered to provide services in California and Nevada. Currently, Crystal is part of Confidence Wealth Management, LLC, which operates out of Henderson, Nevada. The firm has 3 offices and 23 employees. The firm manages assets totaling $267.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Confidence Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Confidence Wealth Management, LLC Brokerage Details
$267,130,014
23
1,820
$146,775
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Crystal Oculee Work History
Confidence Wealth Management, LLC (Formerly Pl&J, LLC)
The Money Confidence And Global Women Initiative
Confidence Wealth & Insurance Solutions, LLC (Formerly Pl&J)
Crystal Oculee
Parson Latimer & Judge Financial Insurance Solutions LLC
Parson Latimer & Judge, LLC
Parson Latimer & Judge, LLC
Disclosures
Please visit the SEC profile of Crystal Oculee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Confidence Wealth Management, LLC
Henderson, NV
Torrance, CA
Palm Harbor, FL
Henderson, NV
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Robinsville, NJ
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