Mauricio Flores Lobeira (CRD# 4643004) is an Investment Advisor Representative working at Proaltus Usa in Carmel, IN and has over 21 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 4667713
Mml Investors Services, LLC
CRD# 4262156
Allworth Financial, LP
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Proaltus Usa Inc. | Miami, FL | Oct 2021 - Current | 2 |
| Self Employed | Monterrey, | Apr 2020 - Oct 2021 | 1 |
| Banamex | Monterrey, | Jan 2014 - Mar 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- FL
- TX
-
Total Assets Under Management400MILLIONS
-
Total Number of Accounts110ACCOUNTS
-
Average Account Value$3,638,730
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, 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.