Myrna Hernandez, financial advisor San Diego CA
93 score

Myrna Hernandez

CRD Number: 4604459
Current Firm: Insight Securities, Inc.

Myrna Hernandez (CRD# 4604459) is an Investment Advisor Representative working at Insight Securities, Inc. in San Diego, CA and has over 12 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor San Diego CA
Thomas E. Blottenberger
CRD# 5769283
Park Avenue Securities LLC
Score
106
Similar Advisors
Thomas Brenner, financial advisor San Diego CA
Thomas Brenner
CRD# 4458594
Nautilus Advisors LLC
Score
106
Similar Advisors
John O'Reilly, financial advisor San Diego CA
John J. O'Reilly
CRD# 5212515
O'reilly Wealth Advisors
Score
103
Company Name Location Dates Years
Precise Investment Management Inc. Las Vegas, NV Nov 2015 - Current 1
Insight Insurance Group, Inc. Highland Park, IL Oct 2015 - Current 1
Insight Americas Consulting Inc. Las Vegas, NV Sep 2014 - Current 2
Insight Securities, Inc. Highland Park, IL Aug 2013 - Current 3
Intelligenics Highland Park, IL Aug 2013 - Current 3
Triumphe Leasing Group, Inc. Highland Park, IL Aug 2013 - Current 3
Insight Securities Inc. San Diego, CA Jul 2014 - Feb 2016 1
Insight Securities Inc. Highland Park, IL Apr 2014 - Feb 2016 1
Insight Securities, Inc. San Diego, CA Dec 2012 - Apr 2014 1
Horwitz & Associates, Inc. Riverwoods, IL Jul 2009 - Dec 2012 3
Precise Investment Management, Inc. San Diego, CA Jun 2005 - Jul 2009 4
Horwitz & Associates, Inc. San Diego, CA Aug 2002 - Jun 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2004
Contact Info for Myrna E. Hernandez
Phone Number: 224-632-4700
Registered State(s):
  • CA
  • TX
  • IL
By the Numbers
  • Total Assets Under Management
    192
    MILLIONS
  • Total Number of Accounts
    569
    ACCOUNTS
  • Average Account Value
    $337,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, OK, PA, PR, SC, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
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.