TrueAdvisor
TrueAdvisor
AS
AS

Alicia Marie Saunders

Acorns
11 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Acorns
Compensation
Fixed/Hourly
Firm Size
13 advisors
Number of Clients
7,767,132 clients
Average Client Portfolio
$1K average
Assets Under Management
$10.4B

Fee Structure

Financial Planning:Investment management only

Location

5300 California Avenue, Irvine, CA, 92617

Get directions

History

Regulatory 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
Acorns
June 2021 - Present · 4 yrs 8 mos
Acorns Securities, LLC
June 2021 - Present · 4 yrs 8 mos
Acorns Securities, LLCBroker
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Park Avenue Securities LLC
January 2019 - June 2021 · 2 yrs 5 mos
Park Avenue Securities LLCBroker
July 2017 - June 2021 · 3 yrs 11 mos
Sii Investments, INC.Broker
January 2016 - March 2017 · 1 yr 2 mos
Sii Investments, INC.Broker
June 2013 - December 2015 · 2 yrs 6 mos
State Registrations2 states
CATN
AdvisorBroker
Exams
No exam information available for this advisor.