Mohammed AyalaCRD Number: 3095670
Current Firm: Lpl Financial LLC
Mohammed Ayala (CRD# 3095670) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Monica, CA and has over 18 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Southland Credit Union||Downey, CA||Jan 2018 - Current||< 1|
|Lpl Financial LLC||Downey, CA||Jan 2017 - Current||1|
|Kali Botanical||Santa Ana, CA||Jun 2006 - Current||11|
|Bank Of America, N.a.||Glendale, CA||Sep 2011 - Jan 2018||6|
|Merrill Lynch, Pierce, Fenner & Smith, Inc.||Glendale, CA||Aug 2011 - Jan 2018||6|
|Chase Investment Services Corp||El Segundo, CA||Oct 2009 - Aug 2011||1|
|U.s. Bancorp Investments, Inc.||Torrance, CA||Sep 2006 - Oct 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S65||NASAA Investment Advisors Law Examination||Feb 2004|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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
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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