Alicia Francine Singer
ChFC®Professional Summary
Alicia Francine Singer, ChFC®, who also goes by Alicia Cech, Alicia Singer, is a registered financial advisor currently at SINGER WEALTH MANAGEMENT located in Seattle, Washington. Alicia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Alicia has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Alicia Cech, Alicia Singer
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
SINGER WEALTH MANAGEMENT | SINGER WEALTH MANAGEMENT, LLC
Contact Information
Main Address
Seattle, WAPhone Number
(206) 300-7464# of Employees
4SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
427AUM (Assets Under Management)
$118,997,543Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
SINGER WEALTH MANAGEMENT | SINGER WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(3/21/2022)
(1/29/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Alicia Francine Singer's CRS (Customer Relationship Summary).
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