Alfredo FernandezCRD Number: 6177667
Current Firm: Truist Advisory Services, Inc.
Alfredo Fernandez (CRD# 6177667) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Coral Gables, FL and has over 6 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Suntrust Advisory Services, Inc.||Atlanta, GA||Feb 2017 - Current||4|
|Suntrust Investment Services, Inc.||Atlanta, GA||Nov 2015 - Current||6|
|Suntrust Bank||Key Biscayne, FL||Oct 2015 - Current||6|
|Wells Fargo Advisors, LLC||Miami, FL||Mar 2008 - Oct 2015||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2016|
|S63||Uniform Securities State Law Examination||Mar 2015|
Total Assets Under Management53,898MILLIONS
Total Number of Accounts124,678ACCOUNTS
Average Account Value$432,299
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VI, VT, WA, WI, WV, WY
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