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Ivan Manuel Illan

Aligne Wealth Advisors Investment Management (awaim)

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About Ivan Manuel Illan

Ivan Illan is a financial advisor with over 20 years of experience in the financial services industry. Ivan has a strong background in investment management, financial planning, and insurance. Ivan is currently registered with Aligne Wealth Advisors Investment Management (AWAIM), an independent investment advisor firm.

Firm Information

Ivan Illan is currently registered with Aligne Wealth Advisors Investment Management (awaim). Aligne Wealth Advisors Investment Management (awaim) is a Los Angeles, CA-based investment advisor with $168,815,330 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, businesses, and pension plans. They have 311 client accounts and have a team of 4 investment adviser representatives and 2 licensed agents.
Aligne Wealth Advisors Investment Management (awaim)

1801 CENTURY PARK EAST

LOS ANGELES, CA 90067

$168.82M

Assets Under Management

Not reported

Total Clients

4

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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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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percentage of assets

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

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Ivan Illan’s Registration & Firm History

CA

09/30/2022 - Present

Aligne Wealth Advisors Investment Management (awaim) (LOS ANGELES CA)

CA

04/08/2005 - 06/16/2022

MML INVESTORS SERVICES, LLC (LOS ANGELES CA)

CA

04/02/2002 - 11/11/2002

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

AZ

01/11/2001 - 06/12/2001

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

IL

07/23/1997 - 04/11/2000

JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)

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Licenses & Designations

BC

Issued 04/18/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/10/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/02/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ivan Manuel Illan.
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