Menu
Menu
Aleksandar + Raskovic - Financial Advisor in San Diego, CA

Paladin Research Report For:

Aleksandar Raskovic

WestPac Wealth Partners

5280 Carroll Canyon Rd, Suite 300
San Diego, CA 92121
619-354-0609
Visit Website
https://WestPacWealth.com

General Information

Firm Start Year
  • 2007
No. of Employees
  • 100-499
CRD#
  • 6995589
Firm CRD#
  • 46173
Insurance License#
  • 0M94213
Name of Broker/Dealer
  • Guardian / Park Avenue Securities
Name of Custodial Firm
  • Bank of New York Mellon
Years of Experience in Financial Services
  • 22
Number of Years with Current Firm
  • 1
Work Experience
  • - WestPac Wealth Partners - Financial Advisor September 2022 - Present

    - Edward Jones - Financial Advisor August 2018 - August 2022

    - Guild Mortgage - Senior Manager October 2016 - December 2017

    - Wells Fargo - AVP / Regional Portfolio Lending Manager September 2011 - July 2016

    - Wells Fargo - Various Underwriter Roles March 2003 - September 2011

    - American Summit Lending - Underwriter January 2002 - March 2003

    - US Bank - Loss Prevention Officer January 2001 - January 2002
Work with the following types of clients
  • Individual Investors, Businesses, Non-Profit Organizations
Foreign Languages Serviced
  • English, Serbian, Bosnian, Macedonian, Russian
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Securities Licenses
  • Series 7, Series 66
Insurance and Annuity Licenses
  • Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability

Firm Information

Firm's Number of Clients
  • 40,000
Assets Managed by Firm
  • $2.5 Billion
Advisor's Number of Clients
  • 105
Assets Managed by Advisor
  • $45,000,000

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $100,000
Compensation Methods
  • Flat Fee, Based on Assets

Education

Master of Business Administration (MBA) -
  • Hamline University
    09/2008 - 09/2010

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0M94213. 2022-146170 Exp. 11/24

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1885446/paladinregistry-westpac-wealth-partners-detailed-disclosure

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paladin Advisors

Paladin has been an independent source of free information about financial advisors since 2003. Paladin also provides free tools that help consumers select the best financial advisors. Paladin’s most popular service matches investors to financial advisors who meet their specific requirements.

Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

Learn More

Copyright 2023 Paladin Registry. All rights reserved.