Alexandra Rasmussen (CRD# 5956559) is an Investment Advisor Representative working at Independent Financial Group, LLC in Aliso Viejo, CA and has over 12 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group, LLC | Santa Ana, CA | Jul 2022 - Current | 1 |
| Financial Counseling Resources | Santa Ana, CA | Jul 2016 - Current | 7 |
| Npb Financial Group, LLC | Burbank, CA | Feb 2016 - Current | 8 |
| Akomi Dance Company | Huntington Beach, CA | Sep 2013 - Current | 10 |
| J.p. Morgan Securities LLC | Los Alamitos, CA | Oct 2012 - Jan 2016 | 3 |
| Jpmorgan Chase Bank | Los Alamitos, CA | Jun 2009 - Jan 2016 | 6 |
| Huntington Beach High School District | Huntington Beach, CA | Nov 2014 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VT, WA, WI, WV, WY
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