Carlos MoisaCRD Number: 5547323
Current Firm: Valic Financial Advisors, Inc.
Carlos Moisa (CRD# 5547323) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Tampa, FL and has over 7 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Valic Financial Advisors, Inc.||Tampa, FL||Jan 2016 - Current||< 1|
|Bank Of America, N.a.||Largo, FL||Jun 2014 - Nov 2015||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Largo, FL||May 2014 - Nov 2015||1|
|Axa Advisors, LLC||New York, NY||Jun 2008 - Apr 2014||5|
|Samurai Blue||Tampa, FL||May 2008 - Jun 2008||< 1|
|La Tropical, Inc.||Tampa, FL||Aug 2001 - Jun 2008||6|
|Carrabbas Italian Grill||Tampa, FL||Feb 2008 - Apr 2008||< 1|
|Carrabbas Italian Grill||Tampa, FL||Nov 2002 - Jun 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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