Charles Alberton (CRD# 2670775) is an Investment Advisor Representative working at City National Rochdale in San Francisco, CA and has over 28 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rim Securities LLC | San Francisco, CA | Nov 2002 - Current | 21 |
| City National Rochdale | San Francisco, CA | Nov 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2001 |
- CA
- CO
- FL
- TX
-
Total Assets Under Management60,066MILLIONS
-
Total Number of Accounts43,108ACCOUNTS
-
Average Account Value$1,393,375
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, WY
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