Alonso Rodriguez Segarra (CRD# 6594218) is an Investment Advisor Representative working at Advise Financial in Boca Raton, FL and has over 8 years of experience in the finance industry. Alonso Rodriguez Segarra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advise Financial LLC | Boca Raton, FL | Nov 2015 - Current | 8 |
| Mercantil Mutual Fund | Caracas, | Jan 2015 - Jun 2017 | 2 |
| Mercantil Investment Services | Caracas, | Jan 2015 - Jun 2017 | 2 |
| Mercantil Bank | Caracas, | Jul 2010 - Jun 2017 | 6 |
| Mercantil Mutual Fund | Caracas, | Jan 2009 - Jun 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- FL
- TX
-
Total Assets Under Management27MILLIONS
-
Total Number of Accounts235ACCOUNTS
-
Average Account Value$116,682
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, TX
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