Alexander Holguin (CRD# 6329477) is an Investment Advisor Representative working at Wells Fargo Advisors in Chico, CA and has over 2 years of experience in the finance industry.
CRD# 6820956
Edward Jones
CRD# 1084751
Securities America Advisors, Inc.
CRD# 2704740
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Walnut Creek, CA | Jun 2021 - Current | 2 |
| Amazon | San Marcos, TX | Aug 2020 - May 2021 | < 1 |
| Td Ameritrade Inc. | San Diego, CA | Feb 2020 - Aug 2020 | < 1 |
| Na | Benicia, CA | Oct 2019 - Feb 2020 | < 1 |
| Wells Fargo Advisors Financial Network, LLC | Tuscon, AZ | Apr 2014 - Oct 2019 | 5 |
| Willamette University | Salem, OR | Aug 2014 - May 2019 | 4 |
| Sonoma State University | Rhonert Park, CA | Jun 2018 - Aug 2018 | < 1 |
| Alcar Human Resources | Fairfield, CA | Jun 2017 - Aug 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- CA
-
Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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