Alexander Weinberger (CRD# 6231846) is an Investment Advisor Representative working at Weinberger Asset Management, Inc. in Los Angeles, CA and has over 10 years of experience in the finance industry. Alexander Weinberger 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# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Weinberger Asset Management | Los Angeles, CA | Jul 2014 - Current | 9 |
| Weinberger Asset Management | Los Angeles, CA | Jul 2014 - Current | 9 |
| Houlihan Lokey Capital, Inc. | Los Angeles, CA | Jul 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
- CA
- TX
-
Total Assets Under Management360MILLIONS
-
Total Number of Accounts519ACCOUNTS
-
Average Account Value$693,941
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, NH, TX
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