Norma Peralta Morales (CRD# 7335148) is an Investment Advisor Representative working at Virtus Family Office in El Paso, TX and has over 3 years of experience in the finance industry.
CRD# 4138711
Securities America Advisors, Inc.
CRD# 5019215
Lpl Financial LLC
CRD# 6399903
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Virtus Family Office LLC | El Paso, TX | Jan 2021 - Current | 3 |
| Virtus Family Office S.a. De C.v. Asesor En Inversiones Independ | Mexico City, | Aug 2016 - Dec 2020 | 4 |
| Instituto Tecnologico Autonomo De Mexico | Mexico City, | Jun 2014 - Dec 2016 | 2 |
| Btg Pactual | Mexico City, | Nov 2015 - Jul 2016 | < 1 |
| Dirección General De Administración Y Desarrollo De Personal | Mexico City, | Jun 2015 - Oct 2015 | < 1 |
| Oficialia Mayor Del Distrito Federal | Mexico City, | Sep 2014 - May 2015 | < 1 |
| Oficialia Mayor Del Distrito Federal | Mexico City, | Apr 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- TX
-
Total Assets Under Management460MILLIONS
-
Total Number of Accounts188ACCOUNTS
-
Average Account Value$2,448,256
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.