Alfredo Fernandez, financial advisor Coral Gables FL

Alfredo Fernandez

CRD Number: 6177667
Current Firm: Truist Advisory Services, Inc.

Alfredo Fernandez (CRD# 6177667) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Coral Gables, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services, Inc. Atlanta, GA Feb 2017 - Current 7
Suntrust Investment Services, Inc. Atlanta, GA Nov 2015 - Current 8
Suntrust Bank Key Biscayne, FL Oct 2015 - Current 8
Wells Fargo Advisors, LLC Miami, FL Mar 2008 - Oct 2015 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2016
S63 Uniform Securities State Law Examination Mar 2015
Contact Info for Alfredo J. Fernandez
Phone Number: 404-813-7713
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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