Alicia Berniard (CRD# 7127429) is an Investment Advisor Representative working at Edward Jones in Costa Mesa, CA and has over 4 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Jun 2019 - Current | 5 |
Challenged Athletes Foundation | San Diego, CA | May 2018 - May 2019 | 1 |
National University | San Diego, CA | Sep 2017 - May 2018 | < 1 |
Aesthetic Eyecare Institute | Newport Beach, CA | Nov 2016 - Aug 2017 | < 1 |
Prosport Physical Therapy | Newport Mesa, CA | Aug 2015 - Nov 2016 | 1 |
Mixx Yoga | Newport Beach, CA | May 2013 - Mar 2016 | 2 |
Southland Physical Therapy | Irvine, CA | Oct 2014 - Aug 2015 | < 1 |
Mesa Commons | Irvine, CA | May 2013 - Jun 2015 | 2 |
University Of California | Irvine, CA | Sep 2010 - Oct 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- CA
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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