Francisco Guia, financial advisor Coral Gables FL

Francisco Guia

CRD Number: 2603855
Current Firm: Vista Alta Investments

Francisco Guia (CRD# 2603855) is an Investment Advisor Representative working at Vista Alta Investments in Coral Gables, FL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Vista Alta Investments LLC Miami, FL Feb 2017 - Current 7
Axa Advisors, LLC New York, NY Sep 1999 - Dec 2017 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Francisco A. Guia
Phone Number: 305 777-0200
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $2,594,189
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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