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Bridget Aline Quijada

Index Fund Advisors, Inc.

Irvine, CA

CRD 3245060

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Employer firm

Index Fund Advisors, Inc. CRD 109143

$5.93B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Index Fund Advisors, Inc.

19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-10-09
  • CA RA
    APPROVED
    Since 2018-10-09

Branch Locations

19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566 • 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
Jmb Financial Managers Inc Irvine CA 04/2004 09/2018
Cetera Advisors Llc Denver CO 06/2014 09/2018
Index Fund Advisors Irvine CA 10/2018 Present
  • 04/2004 → 09/2018
    Irvine, CA
  • 06/2014 → 09/2018
    Cetera Advisors Llc
    Denver, CO
  • 10/2018 → Present
    Index Fund Advisors
    Irvine, CA
Previous Registrations
  • 2014-06-19 → 2018-06-07
    Cetera Advisors Llc
    Santa Ana, CA
  • 2005-09-30 → 2014-06-27
    Irvine, CA
  • 2004-10-06 → 2013-08-01
    Cetera Advisors Llc
    Irvine, CA
    Santa Ana, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-05
  • S66 Uniform Combined State Law Examination
    2004-10-05
Other Names
  • Bridget Aline Lara
  • Bridget Aline Barnes

View on SEC IAPD

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