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Bridget Aline Quijada

Index Fund Advisors, Inc.

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About Bridget Aline Quijada

Bridget Aline Quijada is an Investment Advisor Representative with Index Fund Advisors, Inc. Bridget has been in the industry since August 4, 2004. Bridget has a Series 7, Series 66 and SIE license. Bridget specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Bridget is a registered Investment Advisor Representative in California.

Firm Information

Bridget Quijada is currently registered with Index Fund Advisors, Inc.. Index Fund Advisors, Inc. is an investment advisory firm based in Irvine, California. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and other investment advisers. As of 2023, the firm manages approximately $4.95 billion in assets for 7,193 accounts.
Index Fund Advisors, Inc.

19200 VON KARMAN AVE

IRVINE, CA 92612-6566

$4.95B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bridget Quijada’s Registration & Firm History

CA

10/09/2018 - Present

Index Fund Advisors, Inc. (IRVINE CA)

CA

06/18/2014 - 06/07/2018

CETERA ADVISORS LLC (IRVINE CA)

CA

08/04/2004 - 08/01/2013

CETERA ADVISORS LLC (IRVINE CA)

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Licenses & Designations

BOTH

Issued 10/05/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bridget Aline Quijada.
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