AM
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Alejandro Murguia

21 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

1900 Gallows Road, Suite 350, Tysons, VA, 22182

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alejandro is the owner and CEO of RISA, LLC, a company providing retirement income planning products for investment advisors. He promotes RISA through various channels, dedicating about 10-20% of his time during trading hours and minimal time outside trading hours.

Employment History
Current Registrations
Retirement Researcher, LLC
September 2020 - Present · 5 yrs 5 mos
Mclean Asset Management CORP.
March 2004 - Present · 21 yrs 11 mos
Previous Registrations
Retirement Researcher, LLC
October 2018 - December 2018 · 2 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.