Alfredo Ballesteros, financial advisor Wildomar CA
81 score

Alfredo Ballesteros

CRD Number: 5587245
Current Firm: Lifemark Securities Corp.

Alfredo Ballesteros (CRD# 5587245) is an Investment Advisor Representative working at Lifemark Securities Corp. in Wildomar, CA and has over 9 years of experience in the finance industry.

Similar Advisors
James Skorheim, financial advisor Wildomar CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Score
107
Similar Advisors
Blake Fambrough, financial advisor Wildomar CA
Blake Fambrough
CRD# 4782319
John P. Dubots Capital Management, LLC
Score
103
Similar Advisors
Gregory Aitkens, financial advisor Wildomar CA
Gregory R. Aitkens
CRD# 1282252
Financial Management Network Inc.
Score
101
Company Name Location Dates Years
Independent Insurance Agent Wildomar, CA Jun 2017 - Current < 1
Lifemark Securities Corp. Rochester, NY Jun 2017 - Current < 1
Musician Wildomar, CA Jan 2011 - Current 7
After The Music Wildomar, CA Apr 2010 - Current 8
Trilogy Capital, Inc. Corona, CA Nov 2015 - Apr 2017 1
National Planning Corporation Santa Monica, CA Jan 2011 - Apr 2017 6
Unemployed Corona, CA Oct 2010 - Dec 2010 < 1
Edward Jones St. Louis, MO Aug 2008 - Sep 2010 2
Citifinancial Temecula, CA Mar 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Alfredo Ballesteros
Phone Number: 585-424-5672
Firm Website: http://www.lifemark.com/
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    39
    MILLIONS
  • Total Number of Accounts
    464
    ACCOUNTS
  • Average Account Value
    $84,986
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Alfredo Ballesteros and other advisors.
BADGES
81

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.