BM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
203 clients
Average Client Portfolio
$442K average
Assets Under Management
$89.7M
Fee Structure
Financial Planning:Investment management only
Nicholas Yrizarry may receive commissions from insurance products and securities transactions, creating a potential conflict of interest. This is disclosed to clients, who are not obligated to purchase these products.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
24031 El Toro Road, Suite 210, Laguna Hills, CA, 92653
Get directionsRegulatory 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 →Employment History
Current Registrations
Align Wealth Advisors
October 2024 - Present · 1 yr 3 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
March 2024 - March 2024 · 0 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.