Dalia BadajosCRD Number: 1457053
Current Firm: Royal Alliance Associates, Inc.
Dalia Badajos (CRD# 1457053) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Newport Beach, CA and has over 31 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Royal Alliance Associates||New York, NY||Jul 2004 - Current||13|
|Guardian Life Insurance Company||Newport Beach, CA||Mar 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1986|
|S65||NASAA Investment Advisors Law Examination||Jan 1999|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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