Years of Experience
5-20+ Years
NEWPORT BEACH, CA
21 Years Experience
0 Disclosures
ADVISOR BIO
Alicia McKie is a financial professional with over 20 years of experience in the financial services industry. Alicia is currently registered with MML Investors Services, LLC in Newport Beach, CA and has been with them since November 2013. Prior to that Alicia was with Northwestern Mutual Investment Services, LLC in Newport Beach, CA. Alicia is a registered representative with the state of California. Alicia holds the Series 6, 7, 63, and 66 securities licenses. Alicia is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
SAN DIEGO, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Alicia Antala is a financial advisor at LPL Financial LLC. Alicia has been in the financial industry since 2021 and is registered with the state of California as both a broker-dealer and an investment advisor. Alicia's registrations include both Series 7TO and Series 66 securities licenses, allowing her to provide a range of financial services. Alicia's previous experience includes work in hospitality.
SPECIALIZATIONS
SAN FRANCISCO, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Alicia Wichtowski is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a leading firm in the industry. Alicia has a wealth of experience in the financial industry, having worked in various roles since 2002. Alicia holds the Series 66, Series 7TO, and SIE licenses. Alicia is registered with the states of California and New York and provides financial planning and investment management services to a diverse clientele, including individuals, businesses, and institutions.
SPECIALIZATIONS
San Jose, CA
0 Disclosures
ADVISOR BIO
Alicia Temmerman McHugh is a registered Investment Advisor Representative with Buckingham Strategic Wealth, LLC and THE Colony Group, LLC. Alicia has been in the financial industry since 2011. She has worked for FORESIDE FINANCIAL SERVICES, LLC and LORING WARD SECURITIES INC in the past. Alicia specializes in Financial Planning, Pension Consulting and Selection of Other Advisors. Alicia holds Series 7, 7TO, SIE, and 66 licenses. Alicia is registered with the state of California and Oregon. Alicia is currently employed with Buckingham Strategic Wealth, LLC, which is based in St. Louis, Missouri.
SPECIALIZATIONS
Rolling Hills Estates, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
Alicia Wong is a financial advisor who has been in the industry since 2018. Alicia is currently registered with Morgan Stanley and has been with them since July 2021. Prior to that, Alicia was employed with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Alicia has earned the Series 66, Series 7 and SIE licenses. Alicia's firm, Morgan Stanley, manages over $1.4 trillion in assets and serves over 335,000 clients.
SPECIALIZATIONS
SAN DIEGO, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Alicia Baxter is a financial advisor with over 9 years of experience in the industry. Alicia currently works with Sorrento Pacific Financial, LLC, Cadaret, Grant & CO., Inc., Western International Securities, Inc., Cuso Financial Services, LP, and SCF Securities, Inc. Alicia's focus is on providing financial planning, portfolio management, and pension consulting services to her clients. She is committed to helping her clients reach their financial goals and is dedicated to providing them with the highest level of service.
SPECIALIZATIONS
IRVINE, CA
0 Disclosures
ADVISOR BIO
Alicia Pilon is a registered Investment Advisor Representative (IAR) with Trilogy Capital, Inc.. Alicia is registered in California. Alicia is a Series 65 license holder. Prior to working with Trilogy Capital, Inc. Alicia was employed by Dartmouth College in Hanover, NH and by the California Institute of Technology in Pasadena, CA. Trilogy Capital, Inc. is headquartered in Irvine, CA and has branch offices in West Covina, CA. Trilogy Capital, Inc. has a total of 18,469 accounts under management and manages over $1.8 billion in assets. Trilogy Capital, Inc. serves individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. The firm provides financial planning, pension consulting, portfolio management for individuals, and selection of other advisors.
SPECIALIZATIONS
SACRAMENTO, CA
43 Years Experience
0 Disclosures
ADVISOR BIO
Alicia Balliet Shiflet is a financial professional with over 40 years of experience in the industry. Alicia is currently registered with Osaic Wealth, Inc. in Sacramento, California. Before joining Osaic Wealth, Inc., Alicia worked at Securities America, Inc. and Foothill Securities, Inc., also in Sacramento, California. Alicia holds several professional licenses including Series 7, 24, 51, 63, SIE, and 99TO. Alicia specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
SPECIALIZATIONS
CONCORD, CA
21 Years Experience
0 Disclosures
ADVISOR BIO
Alicia Ann Reed has been in the financial industry since 2002. Alicia Ann Reed is currently registered with Assetmark, Inc. and has been registered with this firm since 2009. Alicia Ann Reed has previous experience with Capital Brokerage Corporation, Wells Fargo Investments, LLC and Charles Schwab & Co., Inc. In addition to the current registration with Assetmark, Inc., Alicia Ann Reed has also been registered with several other firms throughout her career. Alicia Ann Reed has specialized in providing financial advice to individuals, businesses, and investment companies.
SPECIALIZATIONS
NEWPORT BEACH, CA
0 Disclosures
ADVISOR BIO
Alicia Langdon is a financial advisor at Beacon Pointe Advisors, LLC. Alicia has been working in the financial industry since 2015. Alicia holds Series 7 and Series 63 licenses and is a Certified Financial Planner. Alicia specializes in providing financial planning, portfolio management, and consulting services for individuals, families, and businesses.
SPECIALIZATIONS