Alfonso Aldrete (CRD# 4352620) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 21 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ipg Investment Advisors LLC | San Diego, CA | Mar 2010 - Current | 14 |
| Investment Placement Group | San Diego, CA | Jul 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
- CA
-
Total Assets Under Management3,506MILLIONS
-
Total Number of Accounts1,051ACCOUNTS
-
Average Account Value$3,336,140
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, FL, IN, MA, NY, TX
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