Jose Troconis Parra (CRD# 7790174) is an Investment Advisor Representative working at Intercam Advisors, 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 |
|---|---|---|---|
| Intercam Securities, Inc. | Miami, FL | Feb 2024 - Current | < 1 |
| Intercam Advisors, Inc. | Miami, FL | Feb 2024 - Current | < 1 |
| Intercam Advisors, Inc. | Miami, FL | Nov 2023 - Feb 2024 | < 1 |
| Intercam Securities, Inc. | Miami, FL | Aug 2023 - Feb 2024 | < 1 |
| Intercam Securities Inc. | Miami, FL | Jun 2023 - Aug 2023 | < 1 |
| Unemployed | Boston, MA | May 2022 - Jun 2023 | 1 |
| Boston University | Boston, MA | Aug 2020 - May 2022 | 1 |
| D'empaire | Caracas, | May 2020 - Aug 2020 | < 1 |
| Lone Star College | Houston, TX | Jan 2018 - May 2020 | 2 |
| Rice University | Houston, TX | May 2017 - Jan 2018 | < 1 |
| Fundana | Caracas, | Sep 2016 - May 2017 | < 1 |
| Colegio Los Arcos | Caracas, | Aug 2015 - Sep 2016 | 1 |
| Schmidt Elektroniks | Munchwilen, | Jul 2015 - Aug 2015 | < 1 |
| Colegio Los Arcos | Caracas, | Jan 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- FL
-
Total Assets Under Management121MILLIONS
-
Total Number of Accounts100ACCOUNTS
-
Average Account Value$1,213,873
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CT, FL, TX
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