Alan DehesaCRD 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 4 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|E*trade Capital Management LLC||San Diego, CA||Oct 2015 - Current||2|
|E*trade Securities LLC||San Diego, CA||Oct 2015 - Current||2|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management5,445MILLIONS
Total Number of Accounts29,958ACCOUNTS
Average Account Value$181,751
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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