Menchu Ituralde, financial advisor Pasadena CA

Menchu Ituralde

CRD 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.

Similar Advisors
Brandon Averill, financial advisor Pasadena CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Pasadena CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Alexander "Alec" Tuckman, financial advisor Pasadena CA
Alexander "Alec" P. Tuckman
CRD# 6770924
Wealth Management Partners Of Los Angeles
Company Name Location Dates Years
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
Contact Info for Menchu Ituralde
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,759
    MILLIONS
  • Total Number of Accounts
    50,030
    ACCOUNTS
  • Average Account Value
    $35,152
Compensation Options
  • A percentage of assets under your management
  • Commissions
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)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.