Alison Weinberger, financial advisor Los Angeles CA

Alison Weinberger

CRD Number: 7078063
Current Firm: Weinberger Asset Management, Inc.

Alison Weinberger (CRD# 7078063) is an Investment Advisor Representative working at Weinberger Asset Management, Inc. in Los Angeles, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Weinberger Asset Management, Inc. Los Angeles, CA Feb 2019 - Current 4
Weinberger Asset Management Los Angeles, CA Jan 2019 - Current 4
Marriage Financial Solutions Los Angeles, CA Jan 2019 - Current 4
Canyon Partners Los Angeles, CA Jun 2013 - Oct 2018 5
Jrk Property Holdings Los Angeles, CA Dec 2010 - Apr 2013 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Alison R. Weinberger
Phone Number: 310-442-8472
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    215
    MILLIONS
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $611,831
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CO, NH, TX

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