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Aleksandra Vasilyeva

North County Financial Planning, LLC

Carlsbad, CA

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Current Employers
North County Financial Planning, Llc

Carlsbad, CA • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-10
TX RA APPROVED_RES 2026-05-18
CA RA APPROVED 2026-04-06
  • IL RA
    APPROVED
    Since 2026-08-10
  • TX RA
    APPROVED_RES
    Since 2026-05-18
  • CA RA
    APPROVED
    Since 2026-04-06

Branch Locations

Carlsbad, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
North County Financial Planning, Llc Encinitas CA 11/2025 Present
N/A San Marcos CA 05/2022 11/2025
Shell Energy North America San Diego CA 07/2017 04/2022
Wharton Business School Philadelphia PA 08/2015 05/2017
  • 11/2025 → Present
    North County Financial Planning, Llc
    Encinitas, CA
  • 05/2022 → 11/2025
    N/A
    San Marcos, CA
  • 07/2017 → 04/2022
    Shell Energy North America
    San Diego, CA
  • 08/2015 → 05/2017
    Wharton Business School
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-17
  • S65 Uniform Investment Adviser Law Examination
    2025-11-17

View on SEC IAPD

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