Fernandez Financial Advisory, LLC

Fernandez Financial Advisory, LLC (CRD# 112954) is a financial advisory firm headquartered in Los Alamitos, CA. They manage $26,055,201 in 113 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Fernandez Financial Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
Delia M. Fernandez
CRD#: 2312173
5212 Katella Ave., Suite 205, Los Alamitos, CA 90720

Delia Fernandez (CRD# 2312173) is an Investment Advisor Representative working at Fernandez Financial Advisory, LLC in Los Alamitos, CA and has over 23 years of experience in the finance industry.

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