Diego De La Serna Valencia (CRD# 7172774) is an Investment Advisor Representative working at Bulltick Wealth Management, LLC in Hermonsillo, and has 1 year of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bulltick | Miami, FL | Aug 2019 - Current | 4 |
| Blue Capital Advisors | Hermosillo, | Feb 2018 - Jul 2019 | 1 |
| Ibm | Guadalajara, | Feb 2017 - Jan 2018 | < 1 |
| Ibm | Guadalajara, | Aug 2015 - Feb 2017 | 1 |
| Ibm | Guadalajara, | Oct 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- FL
-
Total Assets Under Management2,591MILLIONS
-
Total Number of Accounts348ACCOUNTS
-
Average Account Value$7,445,686
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
FL, TX
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