Alan Dehesa, financial advisor San Diego CA
89 score

Alan Dehesa

CRD Number: 5917666
Current Firm: E*trade Capital Management, LLC

Alan Dehesa (CRD# 5917666) is an Investment Advisor Representative working at E*trade Capital Management, LLC in San Diego, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
E*trade Capital Management LLC San Diego, CA Oct 2015 - Current 1
E*trade Securities LLC San Diego, CA Oct 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Oct 2015 < 1
Morgan Stanley San Diego, CA May 2013 - Oct 2015 2
Adecco San Diego, CA May 2012 - Apr 2013 < 1
Zuk Financial Group, Npc Lake Forest, CA Apr 2012 - Apr 2013 1
Allegiant Professional San Diego, CA Jan 2011 - May 2012 1
California State University Of San Marcos San Marcos, CA Sep 2009 - May 2012 2
The Pinery Christmas Trees San Diego, CA Nov 2011 - Dec 2011 < 1
Adecco San Diego, CA Jun 2011 - Sep 2011 < 1
The Pinery Christmas Trees San Diego, CA Nov 2010 - Dec 2010 < 1
Kelly Services San Diego, CA Feb 2010 - Aug 2010 < 1
Ricoh Business Solutions San Diego, CA Feb 2009 - Feb 2010 1
Palomar College San Marcos, CA Sep 2002 - Dec 2009 7
Kelly Services San Diego, CA Jul 2008 - Feb 2009 < 1
Bank Of America San Diego, CA Sep 2007 - Jul 2008 < 1
Kelly Services San Diego, CA Jun 2007 - Aug 2007 < 1
Citris College Los Angeles, CA Jan 2007 - Jun 2007 < 1
Sears San Diego, CA Aug 2006 - Dec 2006 < 1
Chevy's Restaurant San Diego, CA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Alan T. Dehesa
Phone Number: 646-521-4453
Firm Website: https://www.etrade.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,199
    MILLIONS
  • Total Number of Accounts
    19,200
    ACCOUNTS
  • Average Account Value
    $166,610
Compensation Options
  • A percentage of assets under your management
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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