Luis Almendarez, financial advisor Oakland CA

Luis Almendarez

CRD Number: 4131189
Current Firm: Unionbanc Investment Services, LLC

Luis Almendarez (CRD# 4131189) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Oakland, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services LLC Berkeley, CA Nov 2017 - Current 2
Bank Of America, N.a. San Leandro, CA Dec 2012 - Nov 2017 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Leandro, CA Nov 2012 - Nov 2017 5
Unemployed San Francisco, CA Mar 2012 - Nov 2012 < 1
Unionbanc Investment Services San Francisco, CA Nov 2007 - Mar 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S66 NASAA Uniform Combined State Law Examination Jun 2004
Contact Info for Luis A. Almendarez
Phone Number: 800-634-1100
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    1,291
    MILLIONS
  • Total Number of Accounts
    4,665
    ACCOUNTS
  • Average Account Value
    $276,834
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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