Alia LeiynCRD Number: 7163634
Current Firm: Arbor Point Advisors
Alia Leiyn (CRD# 7163634) is an Investment Advisor Representative working at Arbor Point Advisors in New York, NY and has 1 year of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Capital Income Advisors||New York, NY||Sep 2021 - Current||< 1|
|Silverpeak Credit Partners||New York, NY||Mar 2020 - Sep 2021||1|
|Unemployed||Irvine, CA||Oct 2019 - Mar 2020||< 1|
|Canterbury Consulting||Newport Beach, CA||Jun 2018 - Sep 2019||1|
|California State University At Fullerton||Irvine, CA||Jan 2015 - Dec 2018||3|
|Titan Capital Management||Fullerton, CA||Jun 2017 - Jun 2018||1|
|Georg Fischer||Irvine, CA||Jan 2017 - Sep 2017||< 1|
|Nihon Kohden America||Irvine, CA||Jul 2015 - Dec 2015||< 1|
|Wearable Imaging||Foothill Ranch, CA||May 2015 - Oct 2015||< 1|
|Abercrombie & Fitch||Mission Viejo, CA||Dec 2012 - Jun 2015||2|
|Aliso Niguel High School||Aliso Viejo, CA||Dec 2008 - Dec 2012||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management9,133MILLIONS
Total Number of Accounts39,792ACCOUNTS
Average Account Value$229,523
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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