Humberto MercadoCRD Number: 6099153
Current Firm: Sentinel Wealth Management, Inc.
Humberto Mercado (CRD# 6099153) is an Investment Advisor Representative working at Sentinel Wealth Management, Inc. in Reston, VA and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Sentinel Wealth Management, Inc.||Reston, VA||Jan 2012 - Current||4|
|Unemployed||Leesburg, VA||Sep 2011 - Dec 2011||< 1|
|Grace Community Church||Ashburn, VA||Mar 2002 - Aug 2011||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
Total Assets Under Management156MILLIONS
Total Number of Accounts300ACCOUNTS
Average Account Value$521,341
- A percentage of assets under your management
- 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
FL, MD, TX, VA