Alden Wonnell, financial advisor San Francisco CA
90 score

Alden Wonnell

CRD Number: 5608212
Current Firm: Advice And Planning Services

Alden Wonnell (CRD# 5608212) is an Investment Advisor Representative working at Advice And Planning Services in San Francisco, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC San Francisco, CA Mar 2013 - Current 3
Tiaa San Francisco, CA Mar 2013 - Current 3
Capital One Financial Advisors Harahan, LA Aug 2010 - Feb 2013 2
Preview Properties Brighton, LA May 2010 - Aug 2010 < 1
Tulaneuniversity New Orleans, LA Sep 2009 - May 2010 < 1
Preview Properties Brighton, LA May 2009 - Sep 2009 < 1
Tulane University New Orleans, LA Sep 2008 - May 2009 < 1
Citi Smith Barney New Orleans, LA Oct 2008 - Dec 2008 < 1
Preview Properties Brighton, LA May 2008 - Sep 2008 < 1
Tulane University New Orleans, LA Sep 2006 - May 2008 1
Loyola University New Orleans, LA Sep 2005 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Alden K. Wonnell
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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