Felipe RestrepoCRD Number: 6191466
Current Firm: Hallmark Capital Management Inc.
Felipe Restrepo (CRD# 6191466) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in Miami, FL and has over 3 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Hallmark Capital Management||Wayne, NJ||Dec 2015 - Current||1|
|Hsbc Securities (usa) Inc.||Miami, FL||May 2014 - Dec 2015||1|
|Espirito Santo Bank||Miami, FL||May 2013 - Feb 2014||< 1|
|E.s. Financial Services Inc.||Miami, FL||May 2013 - Jan 2014||< 1|
|Bancocolombia||Medellin,||Apr 2011 - Apr 2013||2|
|Unemployed||Medellin,||Nov 2010 - Mar 2011||< 1|
|Lloyds Bank||Miami, FL||Nov 2005 - Oct 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management1,228MILLIONS
Total Number of Accounts1,452ACCOUNTS
Average Account Value$845,486
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, GA, LA, MA, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, WI