Menchu IturaldeCRD Number: 7093439
Current Firm: Transamerica Financial Advisors, Inc.
Menchu Ituralde (CRD# 7093439) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pasadena, CA and has over 3 years of experience in the finance industry.
Awm Capital, LLC
Aqua Capital Advisors
Wealth Management Partners Of Los Angeles
|Residential Rental Property||Walnut, CA||Oct 2019 - Current||3|
|Jbc Group, LLC||Beverly Hills, CA||Sep 2019 - Current||3|
|Transamerica Financial Advisors, Inc.||Pasadena, CA||Mar 2019 - Current||3|
|World Financial Group, Inc.||Pasadena, CA||Jun 2018 - Current||4|
|Noble Accounting, LLC||Torrance, CA||Aug 2021 - Sep 2022||1|
|Ba, Inc.||Los Angeles, CA||Mar 2019 - Sep 2022||3|
|San Gabriel Valley Council Of Governments||Irwindale, CA||Sep 2005 - Nov 2018||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2019|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
Total Assets Under Management1,759MILLIONS
Total Number of Accounts50,030ACCOUNTS
Average Account Value$35,152
- A percentage of assets under your management
- 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)
- 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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