Randall
Sanada
Alliance Advisory & Securities, LLC
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About this Advisor
Randall Sanada is a certified financial planner operating in Westlake Village, California with 22 years of industry experience. Sanada is currently employed by Alliance Advisory & Securities, LLC. The advisor has gained experience at Alliance Financial Group, Inc and Alliance Advisory & Securities, LLC. Sanada maintains a Series 63 license, qualifying them as a securities broker, and is able to operate in Arizona, California, Idaho, Oregon, Texas and Washington. Alliance Advisory & Securities, LLC is a registered investment company that has its headquarters in Westlake Village, CA. It has offices in two locations and a total of 20 financial advisors. It administers $454 million in total assets between its 2,010 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm provides financial advice to nine charities and foundations. Of its 2,010 customer accounts, 30% belong to high-net-worth investors who have at least $1 million in assets. Alliance Advisory & Securities, LLC has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the financial services provided. Fee types charged by Alliance Advisory & Securities, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliance Advisory & Securities, LLC Brokerage Details
$454,406,861
20
2,010
$226,073
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Randall Sanada Work History
Randall has been registered as a financial advisor for 22 years.*
Alliance Advisory & Securities, LLC
Alliance Financial Group, 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 Randall Sanada 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 Alliance Advisory & Securities, LLC
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
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.
