Alicia Fleurquin
Alicia Fleurquin is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Cambria, CA, with 30 years of industry experience. Alicia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.
Fee Estimator
Location
Cambria, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2009Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, INC.Broker
Benjamin F. Edwards & Company, INC.
Previous Registrations
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Sutro & CO. IncorporatedBroker
Round Hill Securities, INC.Broker
Norcross & CompanyBroker
Westamerica Investment GroupBroker
John G. Kinnard and Company, IncorporatedBroker
Everen Securities, INC.Broker
State Registrations17 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.
Exams
More Advisors
- Martin Mazorra, CFP, ChFCPrivate Wealth Advisors