Francisco Carrillo, financial advisor Winston Salem NC
93 score

Francisco Carrillo

CRD Number: 3115586
Current Firm: Cetera Advisor Networks LLC

Francisco Carrillo (CRD# 3115586) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Winston Salem, NC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Aug 1998 - Current 18
Financial Network Investment Corporation El Segundo, CA Aug 1998 - Dec 2012 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for Francisco D. Carrillo
Phone Number: 310-326-3100
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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