Alfonso Borrero (CRD# 3204931) is an Investment Advisor Representative working at Borrero Investment Management, LLC in Orlando, FL and has over 24 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Borrero Investment Management, LLC | Orlando, FL | Nov 2013 - Current | 10 |
| World Capital Brokerage, Inc. | Denver, CO | Apr 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
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 Management21MILLIONS
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Total Number of Accounts78ACCOUNTS
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Average Account Value$268,718
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL
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