Avelino Cortina, financial advisor La Jolla CA

Avelino Cortina

CRD Number: 1723403
Current Firm: Ac3 Capital

Avelino Cortina (CRD# 1723403) is an Investment Advisor Representative working at Ac3 Capital in La Jolla, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Ac3 Capital, LLC La Jolla, CA Jun 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S65 NASAA Investment Advisors Law Examination Oct 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Avelino N. Cortina
Phone Number: 858-431-6431
Registered State(s):
  • CA
Current Firm Details
Ac3 Capital
Firm's CRD Number: 157547
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $3,623,247
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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