John Banuelos (CRD# 1727672) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fresno, CA and has over 27 years of experience in the finance industry. John Banuelos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Fresno, CA | Nov 2020 - Current | 3 |
| Securities America Advisors, Inc. | Fresno, CA | Nov 2020 - Current | 3 |
| Self Employed (financial Alliance) | Fresno, CA | Jan 1987 - Current | 37 |
| Kms Financial Services, Inc. | Seattle, WA | Oct 2019 - Nov 2020 | 1 |
| H.d. Vest Advisory Services | Fresno, CA | Mar 1994 - Sep 2019 | 25 |
| Hd Vest Insurance Agency, LLC | Irving, TX | Jan 1990 - Sep 2019 | 29 |
| H.d. Vest Investment Services | Fresno, CA | Nov 1989 - Sep 2019 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
- CA
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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
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