AG
AG

Alfred Gesing

6 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
1,958 clients
Average Client Portfolio
$175K average
Assets Under Management
$343.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

12636 High Bluff Drive, Suite 300, San Diego, CA, 92130

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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.

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Other Business Activities

Alfred provides investment advisory services through Realta Investment Advisors, Inc. since June 2024, dedicating minimal time to this activity.

Employment History
Current Registrations
Realta Equities, INC.
June 2024 - Present · 1 yr 8 mos
Realta Investment Advisors, INC
June 2024 - Present · 1 yr 8 mos
Realta Equities, INC.Broker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Avantax Advisory Services
March 2023 - June 2024 · 1 yr 3 mos
Avantax Investment Services, INC.Broker
February 2023 - June 2024 · 1 yr 4 mos
LPL Financial LLCBroker
July 2018 - September 2022 · 4 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alfred Gesing - Financial Advisor | TrueAdvisor