Roberto InceraCRD Number: 254853
Current Firm: Raymond James Financial Services Advisors, Inc.
Roberto Incera (CRD# 254853) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Coral Gables, FL and has over 30 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Raymond James Financial Services Advisors, Inc.||Coral Gables, FL||Apr 2009 - Current||13|
|Incera & Associates||Coral Gables, FL||Mar 2005 - Current||17|
|Integrated Financial Services, Inc.||Coral Gables, FL||Mar 2005 - Current||17|
|Raymond James Financial Services, Inc.||Coral Gables, FL||Feb 2002 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1991|
Total Assets Under Management272,263MILLIONS
Total Number of Accounts846,581ACCOUNTS
Average Account Value$321,603
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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