Alice Amick (CRD# 4598378) is an Investment Advisor Representative working at Clg LLC in Whittier, CA and has over 11 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2024 - Current | < 1 |
| Clg, LLC | Long Beach, CA | Sep 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Dec 2023 | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Dec 2023 | 10 |
| Henry Haddad, Cfp | La Habra Heights, CA | Jul 1989 - Sep 2015 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- CA
-
Total Assets Under Management801MILLIONS
-
Total Number of Accounts2,282ACCOUNTS
-
Average Account Value$350,836
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, IL, LA, NC, NE, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA
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