Trey Fernandez (CRD# 7084769) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 4 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 |
|---|---|---|---|
| Tmf Investments | Alexandria, VA | Nov 2022 - Current | 1 |
| Motley Fool Wealth Management, LLC | Alexandria, VA | Jan 2021 - Current | 3 |
| Fidelity Brokerage Services LLC | Jacksonville, FL | Jan 2019 - Dec 2020 | 1 |
| Wells Fargo | Jacksonville, FL | Dec 2015 - Mar 2019 | 3 |
| Venus Fashion | Jacksonville, FL | May 2015 - Dec 2015 | < 1 |
| Winn-dixie | Jacksonville, FL | Sep 2013 - May 2015 | 1 |
| Triangle Fastener Corporation | Jacksonville, FL | Jun 2014 - Feb 2015 | < 1 |
| Frank H. Peterson Academies Of Technology | Jacksonville, FL | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- CO
- VA
-
Total Assets Under Management1,877MILLIONS
-
Total Number of Accounts4,627ACCOUNTS
-
Average Account Value$405,629
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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