Alberto Batista (CRD# 2289774) is an Investment Advisor Representative working at In On Capital in Miami, FL and has over 31 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Activa Capital Group LLC | Miami, FL | Jun 2020 - Current | 3 |
| In On Capital Advisors LLC | Coral Gables, FL | Jul 2018 - Current | 5 |
| International Compliance Solutions LLC | Coral Gables, FL | Jul 2017 - Current | 6 |
| Face Capital Advisors LLC | Miami, FL | Jul 2018 - May 2019 | < 1 |
| Harbor Ithaca Wealth Management | Miami, FL | Jul 2017 - Oct 2017 | < 1 |
| Lw Investment Management (usa) LLC | Miami, FL | May 2011 - Jul 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
- FL
-
Total Assets Under Management349MILLIONS
-
Total Number of Accounts45ACCOUNTS
-
Average Account Value$7,759,252
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Other
FL
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