Alandra Simmons (CRD# 7805425) is an Investment Advisor Representative working at Mariner Wealth in Danville, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Wealth Advisors | Overland Park, KS | Sep 2023 - Current | < 1 |
| Mariner Wealth Advisors | Overland Park, KS | Jun 2021 - Sep 2023 | 2 |
| Dave And Busters | Orange, CA | Feb 2018 - Jul 2021 | 3 |
| Halbert Hargrove | Long Beach, CA | Jul 2020 - May 2021 | < 1 |
| R Bar | Long Beach, CA | Sep 2020 - Apr 2021 | < 1 |
| Palapa Grill | Fullerton, CA | Oct 2017 - Jan 2018 | < 1 |
| Salt And Ash | Placentia, CA | Oct 2017 - Jan 2018 | < 1 |
| The Mission Inn Hotel & SPA | Riverside, CA | Nov 2017 - Dec 2017 | < 1 |
| Big Al's | Ontario, CA | Mar 2017 - Oct 2017 | < 1 |
| The Mission Inn Hotel & SPA | Riverside, CA | Nov 2016 - Dec 2016 | < 1 |
| Amc Theaters | Riverside, CA | Apr 2014 - Oct 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- CA
-
Total Assets Under Management81,107MILLIONS
-
Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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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