Edward Urquidi (CRD# 2172307) is an Investment Advisor Representative working at Futura Asset Advisors LLC in Coral Gables, FL and has over 31 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Futura Asset Advisors LLC | Coral Gables, FL | May 2005 - Current | 18 |
| Insight Securities, Inc. | Riverwoods, IL | Nov 2006 - Apr 2021 | 14 |
| Insight Securities, Inc. | Coral Gables, FL | Jun 2005 - Apr 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
- FL
-
Total Assets Under Management311MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$8,398,174
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL
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.