Alfredo Ballesteros, financial advisor Corona CA
93 score

Alfredo Ballesteros

CRD Number: 5587245
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Alfredo Ballesteros (CRD# 5587245) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Corona, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Trilogy Capital, Inc. Corona, CA Nov 2015 - Current 1
National Planning Corporation Santa Monica, CA Jan 2011 - Current 5
Unemployed Corona, CA Oct 2010 - Dec 2010 < 1
Edward Jones St. Louis, MO Aug 2008 - Sep 2010 2
Citifinancial Temecula, CA Mar 2008 - Aug 2008 < 1
American General Finance Escondido, CA Oct 2001 - Feb 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Alfredo Ballesteros
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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