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 3 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|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|
Total Assets Under Management3,199MILLIONS
Total Number of Accounts19,200ACCOUNTS
Average Account Value$166,610
- 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)
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.