Rene Toussaint-Lopez (CRD# 6224198) is an Investment Advisor Representative working at Finec Asset Management in San Diego, CA and has over 10 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Finec Asset Management LLC | La Jolla, CA | Jun 2019 - Current | 4 |
| Tauris Derivatives Solutions SA | Geneva, | Mar 2019 - Current | 5 |
| Finec Asset Management Corp. | Panama, | Jan 2017 - Current | 7 |
| Finec Asset Management LLC | La Jolla, CA | Dec 2016 - Jun 2019 | 2 |
| Finec Asset Management LLC | La Jolla, CA | Dec 2016 - Sep 2017 | < 1 |
| (unemployed) | Guadalajara, | Aug 2016 - Dec 2016 | < 1 |
| Investment Placement Group | San Diego, CA | Jun 2013 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
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Total Assets Under Management107MILLIONS
-
Total Number of Accounts147ACCOUNTS
-
Average Account Value$725,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX
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