Marina HernandezCRD Number: 6377638
Current Firm: White Lighthouse Investment Management, Inc.
Marina Hernandez (CRD# 6377638) is an Investment Advisor Representative working at White Lighthouse Investment Management, Inc. in Lexington, MA and has 1 year of experience in the finance industry. Marina Hernandez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Mhtax||Bala Cynwyd, PA||Jan 2009 - Current||8|
|Self-employed||Bala Cynwyd, PA||Feb 2002 - Jan 2009||6|
Total Assets Under Management139MILLIONS
Total Number of Accounts369ACCOUNTS
Average Account Value$376,423
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, NH, NY, PA