Rina Echavez (CRD# 2438658) is an Investment Advisor Representative working at Svb Wealth in Beverly Hills, CA and has over 30 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boston Private Wealth LLC | Beverly Hills, CA | May 2017 - Current | 6 |
| Kayne Anderson Rudnick | Los Angeles, CA | Feb 2017 - May 2017 | < 1 |
| Unemployed | Beverly Hills, CA | Aug 2016 - Feb 2017 | < 1 |
| Georgina Asset Management, LLC | Santa Monica, CA | Jun 2015 - Aug 2016 | 1 |
| Barclays Capital Inc. | Beverly Hills, CA | Jul 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
- CA
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Total Assets Under Management6,630MILLIONS
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Total Number of Accounts4,835ACCOUNTS
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Average Account Value$1,371,286
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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