Alexander Tan, financial advisor Santa Clarita CA

Alexander Tan

CRD Number: 7317722
Current Firm: Atlantic Investments A Registered Investment Advisor, Inc.

Alexander Tan (CRD# 7317722) is an Investment Advisor Representative working at Atlantic Investments A Registered Investment Advisor, Inc. in Santa Clarita, CA and has 1 year of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Santa Clarita CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Santa Clarita CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Alexander "Alec" Tuckman, financial advisor Santa Clarita CA
Alexander "Alec" P. Tuckman
CRD# 6770924
Wealth Management Partners Of Los Angeles
Company Name Location Dates Years
Atlantic Investments A Registered Investment Advisor, Inc. Los Angeles, CA Nov 2020 - Current 3
Los Angeles Police Department Northridge, CA Jan 2008 - Current 16

Alexander Tan has no recent exams reported.
Contact Info for Alexander C. Tan
Phone Number: 866-997-6234
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.