Ivan Illan (CRD# 2820366) is an Investment Advisor Representative working at Aligne Wealth Advisors Investment Management (awaim) in Los Angeles, CA and has over 21 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
CRD# 2619073
Wedbush Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Awaim | Los Angeles, CA | Jun 2022 - Current | 1 |
| Lpl Financial LLC | Los Angeles, CA | Jun 2022 - Current | 1 |
| Awaim (cria For Mml Investors Services) | Los Angeles, CA | Mar 2012 - Jun 2022 | 10 |
| Mass Mutual Financial | Spfld, MA | Feb 2005 - Jun 2022 | 17 |
| Mml Investors Services | Los Angeles, CA | Feb 2005 - Jun 2022 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2002 |
- CA
- TX
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts307ACCOUNTS
-
Average Account Value$536,933
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, GA, NY, TX, WA
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