Bryan
Ugalde

Fdp Wealth Management, LLC

CRD#4949602
Investment Advisor
in Irvine, CA

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About this Advisor

Bryan Ugalde is a financial advisor working out of Irvine, California with a total of 12 years of industry experience. Ugalde currently works for Fdp Wealth Management, LLC. Ugalde has gained experience at Valmark Securities, Inc, Fdp Insurance Services, Inc, Fdp Wealth Management, LLC and Executive Insurance Agency, Inc. Ugalde maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in California. Fdp Wealth Management, LLC is a firm with a branch in Irvine, California.

Certifications and Registrations

Series 63, Series 66

Years Registered*

12 years

Office Location

8841 Research Drive Suite 100
Irvine, CA 92618

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Bryan Ugalde Work History

Bryan has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Fdp Insurance Services, Inc

2010 - Present (14 years)

Valmark Securities, Inc

2010 - Present (14 years)

Fdp Wealth Management, LLC

2010 - Present (14 years)

Executive Insurance Agency, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bryan Ugalde to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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