Alfred Hymans (CRD# 4513155) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rocklin, CA and has over 21 years of experience in the finance industry. Alfred Hymans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Rocklin, CA | Jan 2017 - Current | 7 |
| Securities America. Inc. | Rocklin, CA | Jan 2017 - Current | 7 |
| Hymans And Associates, Inc. | Rocklin, CA | Oct 2011 - Current | 12 |
| Village Tax And Financial Services | Sacramento, CA | Jan 2011 - Current | 13 |
| Voya Financial Advisors | Sacramento, CA | Sep 2014 - Jan 2017 | 2 |
| Ing Financial Partners | Sacramento, CA | Mar 2004 - Sep 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- CA
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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