Julio Betancourt (CRD# 7131068) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Key Biscayne, FL and has over 4 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Suntrust Advisory Services, Inc. | Atlanta, GA | Jan 2020 - Current | 4 |
| Suntrust Investment Services Inc. | Atlanta, GA | Jun 2019 - Current | 4 |
| Suntrust Bank | Miami, FL | Jun 2019 - Current | 4 |
| Suntrust Bank | Miami, FL | Jul 2018 - Jun 2019 | < 1 |
| Suntrust Bank | Miami, FL | Aug 2017 - Jul 2018 | < 1 |
| Suntrust Bank | Miami, FL | Sep 2015 - Aug 2017 | 1 |
| Lowes Company | Hialeah, FL | Apr 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2019 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- FL
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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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