John Van Dalsem, financial advisor Los Angeles CA

John Van Dalsem

CRD Number: 7580059
Current Firm: Seia

John Van Dalsem (CRD# 7580059) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has 1 year of experience in the finance industry.

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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2024
Contact Info for John J. Van Dalsem
Phone Number: 310-712-2323
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    14,212
    MILLIONS
  • Total Number of Accounts
    18,483
    ACCOUNTS
  • Average Account Value
    $768,896
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • 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, VI, VT, WA, WI, WV, WY

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