Alexander Dardick, financial advisor Signal Hill CA

Alexander Dardick

CRD Number: 6553343
Current Firm: Jrs Investments And Wealth Preservation, LLC

Alexander Dardick (CRD# 6553343) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Signal Hill, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Tutorly San Diego, CA Oct 2021 - Current 2
Jrs Investments And Wealth Preservation, LLC San Diego, CA May 2021 - Current 2
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Hightower Advisors, LLC Chicago, IL Jul 2020 - Nov 2020 < 1
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Trilogy Financial Sevices Woodland Hills, CA Sep 2015 - Jun 2020 4
National Planning Corporation Woodland Hills, CA Sep 2016 - Dec 2017 1
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2017
Contact Info for Alexander H. Dardick
Phone Number: 858-735-2640
Firm Website: http://www.invwp.com
Registered State(s):
  • CA
Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $146,842
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, HI, ID, WA

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