Alicia A. Ivancovich
Professional summary
Alicia Anne Ivancovich, CFP® is a registered financial advisor currently at FINANCIALLY HEALTHY, LLC located in Oakland, California.
Alicia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Alicia has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alicia Anne Ivancovich's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 21, 2011 - Present
FINANCIALLY HEALTHY, LLC
Office #1: 1999 Harrison Street Suite 1800, Oakland, CA 94612September 23, 1999 - March 25, 2011
AMERIPRISE FINANCIAL SERVICES, LLC
June 17, 1999 - July 3, 2006
IDS LIFE INSURANCE COMPANY
June 17, 1999 - March 25, 2011
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/21/2011)
Exams
Current Firm
FINANCIALLY HEALTHY, LLC
CRD#: 156022 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 166 |
| AUM (Assets Under Management) | $ 46,700,000 |
Red Flags
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