Lucinda AldenCRD 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.
H. Beck, Inc.
Bridge Advisory LLC
Wedbush Securities Inc.
|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|
Total Assets Under Management348MILLIONS
Total Number of Accounts13,361ACCOUNTS
Average Account Value$26,043
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, DC, DE, FL, HI, LA, MA, MS, NH, NY, OK, OR, PA, RI, TX, WA
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