Fernando Diaz (CRD# 4683164) is an Investment Advisor Representative working at Prota Financial in Houston, TX and has over 15 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prota Financial, LLC | Houston, TX | Aug 2017 - Current | 6 |
| Ameriprise Financial Advisors Inc. | Houston, TN | Feb 2017 - Jun 2017 | < 1 |
| Jpmorgan Securities LLC | Houston, TX | May 2013 - Feb 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- TX
-
Total Assets Under Management182MILLIONS
-
Total Number of Accounts1,324ACCOUNTS
-
Average Account Value$137,479
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, SC, TX
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