Juan Manuel Fernandez (CRD# 1702099) is an Investment Advisor Representative working at Vectorglobal Iag, Inc. in Chula Vista, CA and has over 17 years of experience in the finance industry.
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vectorglobal Wmg | Miami, FL | Jul 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | San Diego, CA | Jul 2017 - Jul 2021 | 4 |
| Bank Of America, N.a. | San Diego, CA | Dec 2011 - Jul 2017 | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego, CA | May 2006 - Jul 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
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
- FL
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Total Assets Under Management1,381MILLIONS
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Total Number of Accounts1,650ACCOUNTS
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Average Account Value$837,114
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA, FL, IL, TX
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