Alan Ayoub (CRD# 7528633) is an Investment Advisor Representative working at Edward Jones in Rancho Cucamonga, CA and has 1 year of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Apr 2022 - Current | 2 |
| Barrios Insurance Services Inc. | West Covina, CA | Aug 2020 - Apr 2022 | 1 |
| Self Employed | Rancho Cucamonga, CA | Nov 2019 - Jul 2020 | < 1 |
| Kemper Insurance | Ontario, CA | Aug 2019 - Oct 2019 | < 1 |
| Self Employed | Rancho Cucamonga, CA | May 2018 - Jul 2019 | 1 |
| Kemper Insurance | Ontario, CA | Dec 2017 - Apr 2018 | < 1 |
| Self Employed | Rancho Cucamonga, CA | Jan 2014 - Nov 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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