Antonio Ramirez (CRD# 2973343) is an Investment Advisor Representative working at Concert Investment Advisory LLC in San Juan, PR and has over 20 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concert Investment Advisory, Inc. | Alhambra, CA | Jul 2019 - Current | 4 |
| The Benchmark Company, LLC | New York, NY | Oct 2017 - Current | 6 |
| Institute For Wealth Consultants, Inc. | Dallas, TX | Jan 2018 - Apr 2019 | 1 |
| Concert Wealth Management, Inc. | San Jose, CA | Mar 2016 - Oct 2017 | 1 |
| Sowell Financial Services, LLC | North Little Rock, AR | Oct 2016 - Oct 2016 | < 1 |
| Private Advisory Group | Redmond, WA | Jul 2014 - May 2016 | 1 |
| Rp Capital LLC | Aliso Viejo, CA | Sep 2010 - Apr 2016 | 5 |
| Strategic Capital Group | Aliso Viejo, CA | Sep 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
-
Total Assets Under Management130MILLIONS
-
Total Number of Accounts829ACCOUNTS
-
Average Account Value$157,159
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.