Alicia Fuschak (CRD# 5110755) is an Investment Advisor Representative working at Avid Wealth Partners, LLC in San Antonio, TX and has over 14 years of experience in the finance industry. Alicia Fuschak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Avid Wealth Partners, LLC | San Antonio, TX | Nov 2022 - Current | 1 |
Newedge Advisors | San Antonio, TX | Jul 2020 - Oct 2022 | 2 |
Eric Kala | San Antonio, TX | Aug 2015 - Jul 2020 | 4 |
Fernando Suarez | San Antono, TX | Mar 2009 - Dec 2015 | 6 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jul 2013 - Aug 2015 | 2 |
Northwestern Mutual Investment Services, LLC | San Antonio, TX | Mar 2009 - Aug 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2009 |
- TX
-
Total Assets Under Management164MILLIONS
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Total Number of Accounts639ACCOUNTS
-
Average Account Value$255,894
- 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
- Selection of other advisers (including private fund managers)
TX
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