Ali Salazar (CRD# 5460061) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Thousand Oaks, CA and has over 15 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup Global Markets Inc. | Ventura, CA | Aug 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Woodland Hill, CA | Oct 2017 - Aug 2020 | 2 |
| A C Stern Business Consulting | Thousand Oaks, CA | Aug 2016 - Sep 2017 | 1 |
| Lincoln Financial Advisors Corporation | Westlake Village, CA | Aug 2015 - Jul 2016 | < 1 |
| Sii | Los Angeles, CA | Apr 2015 - Jul 2015 | < 1 |
| Signature Estate & Investment Advisors LLC | Los Angeles, CA | Apr 2015 - Jul 2015 | < 1 |
| A C Stern Business Consulting | Simi Valley, CA | May 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- CA
-
Total Assets Under Management40,516MILLIONS
-
Total Number of Accounts53,880ACCOUNTS
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Average Account Value$751,976
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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