Donald Dalesandro (CRD# 1079213) is an Investment Advisor Representative working at Liberty Solutions Advisors in San Diego, CA and has over 40 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 |
|---|---|---|---|
| Liberty Solutions Dvbe Inc. Dba Liberty Solutions Advisors | San Diego, CA | Apr 2019 - Current | 5 |
| "tate Asset Management" And "dco Wealth Management" | San Diego, CA | Aug 2014 - Current | 9 |
| Acas | San Diego, CA | Jul 2015 - Apr 2019 | 3 |
| Advanced Practice Advisors | San Diego, CA | Nov 2010 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1996 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management3MILLIONS
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Total Number of Accounts38ACCOUNTS
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Average Account Value$82,593
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
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