Rene Toussaint-LopezCRD Number: 6224198
Current Firm: Finec Asset Management
Rene Toussaint-Lopez (CRD# 6224198) is an Investment Advisor Representative working at Finec Asset Management in San Diego, CA and has over 10 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Finec Asset Management LLC||La Jolla, CA||Jun 2019 - Current||4|
|Tauris Derivatives Solutions SA||Geneva,||Mar 2019 - Current||4|
|Finec Asset Management Corp.||Panama,||Jan 2017 - Current||6|
|Finec Asset Management LLC||La Jolla, CA||Dec 2016 - Jun 2019||2|
|Finec Asset Management LLC||La Jolla, CA||Dec 2016 - Sep 2017||< 1|
|(unemployed)||Guadalajara,||Aug 2016 - Dec 2016||< 1|
|Investment Placement Group||San Diego, CA||Jun 2013 - Jul 2016||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2018|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management81MILLIONS
Total Number of Accounts144ACCOUNTS
Average Account Value$565,124
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.