Francisco Secada TubinoCRD Number: 5593630
Current Firm: Valor Advisors LLC
Francisco Secada Tubino (CRD# 5593630) is an Investment Advisor Representative working at Valor Advisors LLC in Miami, FL and has over 9 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Valor Advisors LLC||Miami, FL||Apr 2014 - Current||3|
|Jpmchase Natl Corp Srvcs Inc.||Miami, FL||Mar 2013 - Mar 2014||1|
|J.p. Morgan Securities Inc.||Miami, FL||Sep 2008 - Mar 2014||5|
|Jpmchase Natl Corp Srvcs Inc.||Miami, FL||Feb 2011 - Feb 2013||2|
|Jpmchase Natl Corp Srvcs Inc.||Miami, FL||Aug 2008 - Jan 2011||2|
|Harvard Business School||Boston, MA||Jul 2006 - Jun 2008||1|
|Mc Kinsey & Co||Miami, FL||Jun 2007 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management1,011MILLIONS
Total Number of Accounts23ACCOUNTS
Average Account Value$43,937,903
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.