Advanced Financial Designs
Advanced Financial Designs (CRD# 109702) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Fern Alix- Larocca (CRD# 723656) is an Investment Advisor Representative working at Advanced Financial Designs in Mountain View, CA and has 1 year of experience in the finance industry. Fern Alix- Larocca has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.