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Featured Business Financial Advisor in Irvine, CA
Irvine Financial Advisors
Financial Engines Advisors, LLC - Los Angeles III - Irvine
17901 Von Karman Ave, Suite 600
Irvine, CA 92614
(424) 365-6153
Advisor Profile
Rick Donnelly
Name:  Rick Donnelly
Website:  Visit Website
Disclosure Link:
https://legaldocs.financialengines.io/Master/FEA_ADV2A_B.pdf. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Financial Engines at 1-800-601-5957." target="_blank">WiserAdvisor is a solicitor ...

About Financial Engines Advisors, LLC - Los Angeles III - Irvine

Financial Engines is America’s largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center.
 

General Information

CRD#:    4378370
Firm CRD#:    104510
Name of Custodial Firm:    Charles Schwab
States Licensed in:    CA
States Willing to do Business in:   
Years of Experience in Financial Services:    16
Number of Years with Current Firm:    1
 

Qualifications & Memberships

Securities Licenses:    Series 7, Series 31, Series 66
 

Firm Information

Firm's Number of Clients:    9,480,515
Assets Managed by Firm:    $134,400,000,000
Assets Managed by Advisor:    $9480515.00
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
 
 
 
Prepared By: Rick Donnelly

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