Alan Schryer (CRD# 1847282) is an Investment Advisor Representative working at Noble Wealth Management, Inc. in Newport Beach, CA and has over 32 years of experience in the finance industry. Alan Schryer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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 |
|---|---|---|---|
| B.b. Graham & Company | Orange, CA | Mar 2017 - Current | 7 |
| Noble Wealth Management, Inc. | Aliso Viejo, CA | Dec 2013 - Current | 10 |
| Noble Tax Specialists | Aliso Viejo, CA | Jan 1999 - Current | 25 |
| Noble Real Estate & Mortgage, Inc. | Aliso Viejo, CA | Jan 1999 - Current | 25 |
| Noble Comprehensive Insurance Services, Inc. | Aliso Viejo, CA | Jan 1999 - Current | 25 |
| Majek LLC | Aliso Viejo, CA | Jul 1989 - Current | 34 |
| Securities America, Inc. | Aliso Viejo, CA | Dec 2016 - Mar 2017 | < 1 |
| Foothill Securities, Inc. | Santa Clara, CA | Oct 2014 - Dec 2016 | 2 |
| Foothill Securities, Inc. | Santa Clara, CA | Sep 2014 - Sep 2014 | < 1 |
| Financial Telesis Inc. | San Rafael, CA | Dec 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2000 |
- CA
- TX
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Total Assets Under Management176MILLIONS
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Total Number of Accounts629ACCOUNTS
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Average Account Value$279,070
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, NE, TX
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