Mauricio Cortes Resendiz (CRD# 6307778) is an Investment Advisor Representative working at The Mather Group, LLC in Brentwood, TN and has 1 year of experience in the finance industry. Mauricio Cortes Resendiz 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# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Mather Group, LLC | Chicago, IL | Dec 2021 - Current | 2 |
| Eugenias Advisory Group, LLC | Brentwood, TN | Jan 2020 - Dec 2021 | 1 |
| Eugenias Advisory Group, LLC | Brentwood, TN | Jun 2018 - Dec 2019 | 1 |
| Eugenias Advisory Group, LLC | Brentwood, TN | Jan 2018 - May 2018 | < 1 |
| Vanderbilt Business School | Nashville, TN | Aug 2017 - May 2018 | < 1 |
| Fish And Associates | Memphis, TN | Jun 2017 - Aug 2017 | < 1 |
| Vanderbilt Business School | Nashville, TN | Aug 2016 - May 2017 | < 1 |
| The Vanguard Group | Scottsdale, AZ | Mar 2014 - Jul 2016 | 2 |
- AL
- IL
- TN
- TX
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Total Assets Under Management10,509MILLIONS
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Total Number of Accounts15,974ACCOUNTS
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Average Account Value$657,853
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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