Justtini Aliaga (CRD# 4868535) is an Investment Advisor Representative working at Advice And Planning Services in Irvine, CA and has over 19 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Palo Alto, CA | Nov 2016 - Current | 7 |
| Tiaa-cref Individual & Institutional Services, LLC | Palo Alto, CA | Nov 2016 - Current | 7 |
| Amerivest Investment Management, LLC | Mission Viejo, CA | Nov 2007 - Nov 2016 | 9 |
| Td Ameritrade Inc. | Mission Viejo, CA | Oct 2007 - Nov 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- CA
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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