Lucinda Alden, financial advisor Los Angeles CA

Lucinda Alden

CRD Number: 4347985
Current Firm: Cs Planning Corp

Lucinda Alden (CRD# 4347985) is an Investment Advisor Representative working at Cs Planning Corp in Los Angeles, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Illumine Investment Management Banbridge, WA Feb 2021 - Current < 1
Cs Planning Corp. Portland, OR Apr 2016 - Mar 2021 4
Illumine Wealth Management, LLC Los Angeles, CA Apr 2016 - Jan 2020 3
Mutual Securities, Inc. Camarillo, CA Mar 2012 - May 2017 5
Beverly Hills Wealth Mgt Beveryly Hills, CA Sep 2010 - Apr 2016 5
Purshe Kaplan Sterling Invesments Albany, NY Sep 2010 - Mar 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Lucinda H. Alden
Phone Number: 503-292-5853
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    348
    MILLIONS
  • Total Number of Accounts
    13,361
    ACCOUNTS
  • Average Account Value
    $26,043
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
Types of Clients
Registered States

AZ, CA, CO, DC, DE, FL, HI, LA, MA, MS, NH, NY, OK, OR, PA, RI, TX, WA

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