Menchu Ituralde (CRD# 7093439) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pasadena, CA and has over 5 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Marinduque Association Of Southern California | Lakewood, CA | Jan 2024 - Current | < 1 |
Bookkeeper | Los Angeles, CA | Mar 2023 - Current | 1 |
Residential Rental Property | Walnut, CA | Oct 2019 - Current | 5 |
Jbc Group, LLC | Beverly Hills, CA | Sep 2019 - Current | 5 |
Transamerica Financial Advisors, Inc. | Pasadena, CA | Mar 2019 - Current | 5 |
Wfgia | Pasadena, CA | Jun 2018 - Current | 6 |
Noble Accounting, LLC | Torrance, CA | Aug 2021 - Sep 2022 | 1 |
Ba, Inc. | Los Angeles, CA | Mar 2019 - Sep 2022 | 3 |
San Gabriel Valley Council Of Governments | Irwindale, CA | Sep 2005 - Nov 2018 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2019 |
S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- CA
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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