Alexander Bright (CRD# 7651479) is an Investment Advisor Representative working at 49 Financial in El Segundo, CA and has 1 year of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
CRD# 2619073
Wedbush Securities Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
49 Wealth Management | Los Angeles, CA | May 2023 - Current | 1 |
Pks Investments | Albany, NY | May 2023 - Current | 1 |
California Polytechnic State University, San Luis Obispo | San Luis Obispo, CA | Sep 2019 - Current | 4 |
Niagara Bottling Company | Diamond Bar, CA | Jun 2022 - Aug 2022 | < 1 |
1865 Craft House | San Luis Obispo, CA | Apr 2022 - Jun 2022 | < 1 |
Hive Media | Carlsbad, CA | Jun 2021 - Aug 2021 | < 1 |
Kuma Sushi | Los Osos, CA | Nov 2020 - Apr 2021 | < 1 |
Premier Aquatics | Laguna Nigel, CA | Jun 2020 - Sep 2020 | < 1 |
Qero Restaurant | Encinitas, CA | Jun 2017 - Sep 2020 | 3 |
San Dieguito Academy | Encinitas, CA | Sep 2015 - Jun 2019 | 3 |
Oak Crest Middle School | Encinitas, CA | Sep 2013 - Sep 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2023 |
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CA
-
Total Assets Under Management566MILLIONS
-
Total Number of Accounts3,364ACCOUNTS
-
Average Account Value$168,317
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, CA, FL, GA, MN, NC, TX
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