Alexander Saldana
Alexander Saldana is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rocklin, CA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1011 Sunset Boulevard, Rocklin, CA, 95765
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander works as a compliance principal for Addison Avenue Investment Services and First Tech Federal Credit Union since 2012. These roles are investment-related and take about half of Alexander's time each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Essex National Securities, INC.
Essex National Securities, INC.Broker
Franklin/templeton Distributors, INC.Broker
Cal Fed InvestmentsBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
State Registrations52 states
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