Juan Lopez Quinones (CRD# 7415926) is an Investment Advisor Representative working at Bulltick Wealth Management, LLC 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 |
|---|---|---|---|
| Bulltick Wealth Management | Miami, FL | May 2021 - Current | 3 |
| Unemployed | Mexico, | Dec 2020 - May 2021 | < 1 |
| Navalfa | Mexico, | Jun 2020 - Dec 2020 | < 1 |
| Credit Suisse | Mexico, | May 2018 - Jun 2020 | 2 |
| Unemployed | Mexico, | Sep 2017 - May 2018 | < 1 |
| 3d Estate | Mexico, | Mar 2015 - Sep 2017 | 2 |
| Btg Pactual | Mexico, | Feb 2013 - Mar 2015 | 2 |
- FL
-
Total Assets Under Management2,591MILLIONS
-
Total Number of Accounts348ACCOUNTS
-
Average Account Value$7,445,686
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
FL, TX
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