Crystal Oculee has been an investment adviser representative at Confidence Wealth Management since January 2011, and is not listed among the firm’s executive officers or direct owners.
Confidence Wealth Management, Inc. is a Los Angeles, CA firm with $454M under management, 743 clients and 8 advisers across 2 offices, as of its March 2026 filing.
- – present · 15 yearsLos Angeles, CA · Adviser representative · Firm CRD 127383
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 January 2011 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 5730390
- Firm
- Confidence Wealth Management · CRD 127383
- Office
- 10940 WILSHIRE BLVD, SUITE 600, Los Angeles, CA 90024
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Crystal Oculee work?
Crystal Oculee is an investment adviser representative registered through Confidence Wealth Management, Inc. since January 2011, and is not listed among the firm’s executive officers or direct owners.
Is Crystal Oculee a financial advisor?
Yes. Crystal Oculee has a current investment-adviser registration, through Confidence Wealth Management since January 2011.
How many years of experience does Crystal Oculee have?
Crystal Oculee has 15 years in the financial industry, since January 2011, across 1 adviser firm.
What exams has Crystal Oculee passed?
Crystal Oculee passed the Series 65 in January 2011.
Where is Crystal Oculee based?
Crystal Oculee’s registered office is in Los Angeles, CA.
Is Crystal Oculee registered with FINRA?
No. Crystal Oculee has no current broker registration.
How can I verify Crystal Oculee’s record?
Search CRD 5730390 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Crystal Oculee’s full registration record.
