Ernest AlamilloCRD Number: 1451613
Current Firm: Unionbanc Investment Services, LLC
Ernest Alamillo (CRD# 1451613) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Pleasanton, CA and has over 30 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Fairway Asset Management, Inc.
|Unionbanc Investment Services||Walnut Creek, CA||Mar 2009 - Current||7|
|Unemployed||Clayton, CA||Dec 2008 - Mar 2009||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Napa, CA||Sep 2006 - Dec 2008||2|
|Wells Fargo Investments, LLC||Brentwood/antioch, CA||May 2001 - Sep 2006||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1986|
|S65||NASAA Investment Advisors Law Examination||May 1993|
Total Assets Under Management773MILLIONS
Total Number of Accounts3,196ACCOUNTS
Average Account Value$241,970
- 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)
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, VI, VT, WA, WI, WV