Rigoberto Fernandez (CRD# 4911723) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rancho Cucamonga, CA and has over 18 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1527744
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services | Rancho Cucamonga, CA | Jul 2020 - Current | 3 |
| Td Ameritrade | Yorba Linda, CA | Feb 2019 - Jul 2020 | 1 |
| Verizon | Corona, CA | May 2017 - Feb 2019 | 1 |
| Merrill Lynch Pierce Fenner & Smith | Montebello, CA | Feb 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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