Francisco Maldonado (CRD# 4968030) is an Investment Advisor Representative working at Global Vantage Wealth Management in Encinitas, CA and has over 18 years of experience in the finance industry. Francisco Maldonado 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# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Analytics Partners, LLC | San Diego, CA | Oct 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- CA
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$1,866,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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