Miguel Rios Amurrio (CRD# 7375891) is an Investment Advisor Representative working at Tqm Wealth Partners in Marblehead, MA and has over 3 years of experience in the finance industry. Miguel Rios Amurrio 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.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Tqm Wealth Partners, LLC | Marblehead, MA | Dec 2020 - Current | 3 |
Chipotle Services, LLC | Newport Beach, CA | Jul 2020 - Jan 2023 | 2 |
Groupo Mercantil, Santa Cruz SA | La Paz, | Apr 2004 - Jul 2020 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2021 |
- FL
- MA
- NY
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Total Assets Under Management68MILLIONS
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Total Number of Accounts146ACCOUNTS
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Average Account Value$466,655
- 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
- Selection of other advisers (including private fund managers)
FL, MA, NY
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