Francisco Farias Da Poian (CRD# 7672890) is an Investment Advisor Representative working at Xp Advisory Us, Inc. in Miami, FL and has 1 year 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 |
|---|---|---|---|
| Xp Investments Us | Miami, FL | Feb 2024 - Current | < 1 |
| Bolton Global Capital | Miami, FL | Dec 2022 - Jan 2024 | 1 |
| Unemployed | Miami, FL | Jun 2022 - Dec 2022 | < 1 |
| Americas Market Intelligence | Remote, | Nov 2021 - May 2022 | < 1 |
| Florida National University | Hialeah, FL | Aug 2017 - May 2022 | 4 |
| Colegio Anchieta | Rio Grande Do Sul, | Jan 2013 - Aug 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- FL
-
Total Assets Under Management1,534MILLIONS
-
Total Number of Accounts484ACCOUNTS
-
Average Account Value$3,169,628
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
FL, NY, WY
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