Balamir Trunec

Current Employers

Svl Investment Management

1620 N. Placentia Ave. Suite 100, Placentia, CA 92870 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-16

CA RA
APPROVED

Since 2025-04-16

Branch Locations

1620 N. Placentia Ave. Suite 100, Placentia, CA 92870 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Liberty Group, Llc	Oakland	CA	03/2005	06/2019
Svl Investment Management	Placentia	CA	06/2019	Present

03/2005 → 06/2019

Liberty Group, Llc

Oakland, CA
06/2019 → Present

Svl Investment Management

Placentia, CA

Previous Registrations

2018-05-17 → 2019-06-17

Liberty Wealth Management, Llc

Laguna Niguel, CA

Oakland, CA
2008-10-22 → 2018-10-10

Liberty Group, Llc

Oakland, CA

Oakland, CA

Laguna Niguel, CA

Laguna Woods, CA

San Clemente, CA
2005-10-04 → 2008-05-30

Liberty Group, Llc

Laguna Woods, CA
2001-03-30 → 2005-04-06

A. G. Edwards & Sons, Inc.

San Juan Capistrano, CA

Other Businesses

(1) INSURANCE LICENSE AGENT - CORE INCOME PLANNING INC. INVESTMENT RELATED. SINCE 3/2003. SPENDS 20 HOURS PER WEEK, DURING MARKET HOURS. (2) 4CAM1 ADVISORY, INC. SAN CLEMENTE, CA. OWNER. NOT INVESTMENT RELATED. SINCE 6/2005. DUTIES: BUSINESS MANAGES PERSONAL INCOME, EXPENSES, AND TAXES. SPENDS APPROX ONE HOUR/WEEK, DURING NON MARKET HOURS. (3) KAISER PERMANENTE, OAKLAND, CA, INSURANCE AGENT - HEALTH. INVESTMENT RELATED, SINCE 12/2010. SPENDS ONE-TWO HOURS PER MONTH DURING NON MARKET HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-11-11
S63	Uniform Securities Agent State Law Examination	1992-08-10

S65 Uniform Investment Adviser Law Examination

1997-11-11
S63 Uniform Securities Agent State Law Examination

1992-08-10

Other Names

Balamir Trunec
Bal Trunec

View on SEC IAPD