Sabrina Allard (CRD# 5947910) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
CRD# 6770924
Wealth Management Partners Of Los Angeles
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Westlake Village, CA | Mar 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles, CA | Dec 2021 - Mar 2023 | 1 |
| Unemployed | Westlake Village, CA | Jun 2021 - Nov 2021 | < 1 |
| Halstatt Legacy Partners | Naples, FL | Sep 2019 - May 2021 | 1 |
| Ulta | Naples, FL | May 2019 - Feb 2020 | < 1 |
| Unemployed | Westlake Village, CA | Aug 2018 - Apr 2019 | < 1 |
| Steyn Capital Partners | Venice, CA | Feb 2018 - Aug 2018 | < 1 |
| Unemployed | Boston, MA | Oct 2017 - Feb 2018 | < 1 |
| Income Research + Management | Boston, MA | Dec 2015 - Oct 2017 | 1 |
| Unemployed | Manchester, NH | Mar 2015 - Nov 2015 | < 1 |
| Merrill Lynch Wealth Management | Century City, CA | Mar 2013 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CA
- TX
-
Total Assets Under Management103,107MILLIONS
-
Total Number of Accounts267,333ACCOUNTS
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Average Account Value$385,689
- 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)
- 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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