Julio Lage (CRD# 4698401) is an Investment Advisor Representative working at Belvedere Wealth Advisors LLC in Miami, FL and has over 19 years 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 |
|---|---|---|---|
| Belvedere Wealth Advisors, LLC | Miami, FL | Oct 2018 - Current | 5 |
| Belvedere Capital Advisor Corp. | Key Biscayne, FL | Jan 2015 - Current | 9 |
| Belvedere Investimentos | Sao Paulo, | Jul 2014 - Jan 2015 | < 1 |
| Morgan Stanley Smith Barney | Miami, FL | Dec 2010 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management3MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$834,669
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL
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