Francisco CarrilloCRD 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.
Ameriprise Financial Services, Inc.
3a Financial Group LLC
Aventus Investment Advisors, Inc.
|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|
Total Assets Under Management16,791MILLIONS
Total Number of Accounts70,113ACCOUNTS
Average Account Value$239,482
- 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)
- Educational seminars/workshops
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