Alex Nunes, financial advisor San Diego CA
70 score

Alex Nunes

CRD Number: 5979472
Current Firm: Ameritas Investment Corp

Alex Nunes (CRD# 5979472) is an Investment Advisor Representative working at Ameritas Investment Corp in San Diego, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
20/20 Capital Management San Diego, CA Nov 2015 - Current 1
Ameritas Investment Corp Lincoln, NE Oct 2014 - Current 2
Ameritas Life Insurance Corp Lincoln, NE Oct 2014 - Current 2
20/20 Financial Advisers LLC San Diego, CA Oct 2014 - Current 2
Axa Advisors, LLC San Diego, CA Oct 2011 - Sep 2014 2
Miramar College San Diego, CA Jan 2011 - Jun 2012 1
San Diego State Foundation San Diego, CA Jan 2008 - Sep 2011 3
General Atomics San Diego, CA Sep 2006 - Jan 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Alex R. Nunes
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
70

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