Alicia Arciniega (CRD# 4942070) is an Investment Advisor Representative working at Smart Investments Advisory Incorporated in Redlands, CA and has over 14 years of experience in the finance industry.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Western International Securities, Inc. | Pasadena, CA | Jun 2020 - Current | 3 |
| Smart Investments Advisory Incorporated | Redlands, CA | Dec 2006 - Current | 16 |
| Wbb Securities, LLC | Redlands, CA | Dec 2006 - Jun 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- CA
-
Total Assets Under Management70MILLIONS
-
Total Number of Accounts170ACCOUNTS
-
Average Account Value$411,765
- A percentage of assets under your management
- Hourly charges
- 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)
CA
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