Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Agustin Alfaro, financial advisor Sacramento CA
90 score

Agustin Alfaro

CRD Number: 5953286
Current Firm: Fdx Advisors, Inc.

Agustin Alfaro (CRD# 5953286) is an Investment Advisor Representative working at Fdx Advisors, Inc. in Sacramento, CA and has over 4 years of experience in the finance industry.

Similar Advisors
Marshall Goins, financial advisor Sacramento CA
Marshall Goins
CRD# 5332818
Clarion Advisors Inc.
Similar Advisors
Walter McCurdy, financial advisor Sacramento CA
Walter C. McCurdy
CRD# 3074595
Wells Fargo Advisors, LLC
Similar Advisors
Peter Ashby, financial advisor Sacramento CA
Peter J. Ashby
CRD# 5292327
Adams Ashby Financial Advisors
Company Name Location Dates Years
Fdx Advisors, Inc. Sacramento, CA Oct 2013 - Current 3
Student Davis, CA Jan 2000 - Current 16
Unemployed Sacramento, CA Jan 2013 - Oct 2013 < 1
Various Insurance Carriers For W & R Insurance Agencies Sacramento, CA Sep 2011 - Jan 2013 1
Waddell & Reed, Inc. Sacramento, CA Jul 2011 - Jan 2013 1
Unemployed Davis, CA Nov 2010 - Jul 2011 < 1
Asucd Unitrans Davis, CA Mar 2007 - Nov 2010 3
Waste Management Sacramento, CA Feb 2010 - May 2010 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Agustin A. Alfaro
Phone Number: 916-288-6400
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.