Alfonso Aduna (CRD# 6449637) is an Investment Advisor Representative working at Aduna Capital in Norwalk, CA and has over 8 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aduna Capital LLC | Norwalk, CA | Jul 2020 - Current | 3 |
| Qjjjj56 | Norwalk, CA | Nov 2014 - Current | 9 |
| Nationwide Insurance | Norwalk, CA | May 2015 - Jul 2020 | 5 |
| Qim Insurance | Norwalk, CA | Oct 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2015 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
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Total Assets Under Management4MILLIONS
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Total Number of Accounts46ACCOUNTS
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Average Account Value$79,348
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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