Luis Alcala is a registered investment advisor, based in Bonita, CA, with 9 years of industry experience.
Location
5080 Bonita Rd Ste D, Bonita, CA, 91902-1726
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Luis works part-time as a bookkeeper and office manager for International JGV, Inc. He also provides caregiver services to his mother, dedicating about half his time to this.
Employment History
Current Registrations
Allstate Financial Services, LLCBroker
August 2019 - Present · 6 yrs 11 mos
Allstate Financial Advisors, LLC
August 2019 - Present · 6 yrs 11 mos
Previous Registrations
Prudential Financial Planning Services
September 2018 - August 2019 · 11 mos
Pruco Securities, LLC.Broker
September 2018 - August 2019 · 11 mos
Park Avenue Securities LLC
May 2016 - September 2018 · 2 yrs 4 mos
Park Avenue Securities LLCBroker
March 2016 - September 2018 · 2 yrs 6 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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
No exam information available for this advisor.