Alyssa Rolon (CRD# 7303542) is an Investment Advisor Representative working at Telos Capital Management, Inc. in San Diego, CA and has 1 year 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 |
|---|---|---|---|
| Telos Capital Management, Inc. | San Diego, CA | Mar 2021 - Current | 3 |
| Student | San Diego, CA | Jan 2012 - May 2021 | 9 |
| North Western Mutual | San Diego, CA | Dec 2020 - Mar 2021 | < 1 |
| Unemployed | San Diego, CA | Mar 2020 - Dec 2020 | < 1 |
| San Diego State University | San Diego, CA | Aug 2019 - Mar 2020 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- CA
-
Total Assets Under Management1,255MILLIONS
-
Total Number of Accounts2,239ACCOUNTS
-
Average Account Value$560,430
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, HI, ID, MA, NE, NH, NM, NV, OR, TX, WA
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