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My Strategic Mentor, Inc.

  24 inquiries |
Financial Planning and Management Services

19 Hammond Drive, Suite 505
Irvine, CA 92618
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(949) 380-7526

Company Rating

AAA

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Customer Reviews

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Complaint Experience

N/A

Complaint Resolution Index (CRI)

Membership Information

This business is not a member of Business Consumer Alliance. This fact does not disparage the company in any way.

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Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

BCA's Summary and Analysis:

We have received no complaints against this company.

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Complaint Closing Statistics

0 complaints against My Strategic Mentor, Inc. closed in last 3 years.
Complaints Type of response
0 Making a full refund, as the consumer requested
0 Making a partial refund
0 Agreed to make an adjustment
0 Refusing to make an adjustment
0 Refuse to adjust, relying on terms of agreement
0 Unanswered

Other Information

Company Info

This company's business is a registered investment advisor and a certified financial planner.

Primary Contact: J. Kevin Powell CFP (President)
Business Started: 10/26/2004
Social:

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Licensing

California Department of Insurance

Verified License

License Number: 0D34570
Status: Inactive

As of our last verification on April 7, 2008, this company is certified as an investment advisor with the Department of Corporations (DOC). For the most up-to-date information regarding license status, consumers may contact the DOC by calling (800) 347-6995 or visiting their website at www.corp.ca.gov. The company is also certified as a Certified Financial Planner(CFP) #48644. For the most up to date information customers may contact the Certified Financial Planner, Board of Standards by calling 303-830-7500 or visiting their website at www.cfpboard.com

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Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

We have no further comment about this company's business practices or analysis of its offer that may assist you in your consideration of this company.

Other Considerations

We know of no other matter or practice relating to this company that may assist you in your consideration of this company.

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Additional Info

DBAs:
There are no additional DBAs.

Websites:
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