Francisco Anguita Veliz (CRD# 5347430) is an Investment Advisor Representative working at Amauta Financial in Alexandria, VA and has over 15 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amauta Llc (dba: Amauta Financial) | Alexandria, VA | Sep 2015 - Current | 8 |
| Lpl Financial LLC | Alexandria, VA | Oct 2015 - Jun 2017 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Oct 2015 | < 1 |
| Morgan Stanley Smith Barney | Washington, DC | Jun 2009 - Oct 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
- DC
- MD
- VA
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts57ACCOUNTS
-
Average Account Value$195,694
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
DC, MD, VA
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