Alexander
Valles
Pure Financial Advisors, LLC
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About this Advisor
Alexander Valles is a financial advisor based in San Diego, California, working with Pure Financial Advisors, LLC. Alexander has previously held positions at Lincoln Financial Advisors, Tempo Urban Kitchen, Mrg Marketing And Management, Lincoln Financial Advisors Corporation, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Kelly Services, and Pure Financial Advisors, LLC. Alexander has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Alexander is part of Pure Financial Advisors, LLC, which operates out of San Diego, California. The firm has 7 offices and 139 employees. The firm manages assets totaling $6.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pure Financial Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pure Financial Advisors, LLC Brokerage Details
$6,292,814,320
139
17,762
$354,285
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Alexander Valles Work History
Pure Financial Advisors, LLC
Pure Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors
Tempo Urban Kitchen
Kelly Services
Mrg Marketing And Management
Disclosures
Please visit the SEC profile of Alexander Valles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pure Financial Advisors, LLC
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
Brea, CA
San Diego, CA
San Diego, CA
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