Delia Fernandez, financial advisor Los Alamitos CA

Delia Fernandez

CRD Number: 2312173
Current Firm: Fernandez Financial Advisory, LLC

Delia Fernandez (CRD# 2312173) is an Investment Advisor Representative working at Fernandez Financial Advisory, LLC in Los Alamitos, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Fernandez Financial Advisory Los Alamitos, CA May 1993 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
Contact Info for Delia M. Fernandez
Phone Number: 562-594-4454
Firm Website: http://fernandezllc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $393,555
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
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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