Alejandro Trejo
Alejandro Trejo is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Manhattan Beach, CA, with 37 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Manhattan Beach, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2012Customer Dispute
March 2012Other Business Activities
Alejandro operates under the DBA Marquis Financial, dedicating about 10-20% of his time to it. He also sublets LPL office space through Marquis Tax Services, spending minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Sunamerica Securities, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.