Alberto Ramos AlatorreCRD Number: 3083781
Current Firm: Actinver Wealth Management, Inc.
Alberto Ramos Alatorre (CRD# 3083781) is an Investment Advisor Representative working at Actinver Wealth Management, Inc. in San Antonio, TX and has over 18 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Hackett Financial Group, LLC
Wealth Watch Advisors, LLC
|Actinver Securities, Inc.||Houston, TX||Apr 2016 - Current||1|
|Actinver Wealth Management, Inc.||Houston, TX||Mar 2014 - Current||3|
|Optima Capital Management, Inc.||San Antonio, TX||Jan 2012 - Current||5|
|Self Employed||Guadalajara,||Jan 2003 - Dec 2011||8|
|Universidad Panamerica||Guadalajara,||Jul 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
Total Assets Under Management320MILLIONS
Total Number of Accounts160ACCOUNTS
Average Account Value$2,000,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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.