Brian Scott Mandel

Align Wealth Advisors

1 Year of Experience

View SEC Summary

Areas of Practice

Insurance Planning

Align Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

203 clients

Average Client Portfolio

$442K average

Assets Under Management

$89.7M

Location

24031 El Toro Road, Suite 210, Laguna Hills, CA, 92653

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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.

Employment History

Current Registrations

Align Wealth Advisors

October 2024 - Present · 1 yr 4 mos

Previous Registrations

Cambridge Investment Research Advisors, INC.

March 2024 - March 2024 · 0 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.