Nilda De Boyrie (CRD# 2385560) is an Investment Advisor Representative working at Insight Securities, Inc. in Coral Gables, FL and has over 30 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 |
|---|---|---|---|
| Insight Securities, Inc. | Coral Gables, FL | Apr 2021 - Current | 3 |
| Ciola & Associates | Coral Gables, FL | Nov 2019 - Jan 2021 | 1 |
| Charles Schwab & Company, Inc. | Coral Gables, FL | Jul 2008 - Nov 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
- CA
- FL
- NC
- SC
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Total Assets Under Management127MILLIONS
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Total Number of Accounts54ACCOUNTS
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Average Account Value$2,347,189
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, PA, PR, SC, SD, TX, VA, WA, WI, WY
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