Alison Farrin (CRD# 703088) is an Investment Advisor Representative working at Dba Seaside Financial & Insurance Services in Carlsbad, CA and has over 31 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fortune Financial Services, Inc. | New Brighton, PA | Aug 2014 - Current | 9 |
Seaside Advisory | Oceanside, CA | Nov 2011 - Current | 12 |
Innovative Pension Strategies, Inc. | Poway, CA | Sep 1991 - Current | 32 |
Financial Telesis Inc. | San Rafael, CA | Nov 2011 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1992 |
S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- CA
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts552ACCOUNTS
-
Average Account Value$161,908
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CA, CT, NV, NY, TX, WA
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