Riza Hernandez (CRD# 3219740) is an Investment Advisor Representative working at Entrefolio Wealth Management in Oakland, CA and has over 22 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hdez, LLC | Oakland, CA | Apr 2022 - Current | 2 |
| Entrefolio Wealth Management | Oakland, CA | Mar 2021 - Current | 3 |
| Mom | Oakland, CA | Mar 2009 - Current | 15 |
| Managed Personal Portfolio | Oakland, CA | Oct 2020 - Mar 2021 | < 1 |
| Advisory Alpha, LLC | Holland, MI | Feb 2020 - Oct 2020 | < 1 |
| Lincoln Financial Securities | Philadelphia, PA | Sep 2018 - Feb 2020 | 1 |
| Wells Fargo Clearing Services LLC | Walnut Creek, CA | Jul 2014 - Sep 2018 | 4 |
| J.p. Morgan Securities LLC | Richmond, CA | Oct 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2002 |
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- CA
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Total Assets Under Management4MILLIONS
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Total Number of Accounts20ACCOUNTS
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Average Account Value$210,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA
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