Fernandez Financial Advisory, LLC

Fernandez Financial Advisory, LLC (CRD# 112954) is a financial advisory firm headquartered in Los Alamitos, CA. They manage $54,704,134 in 139 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5212 Katella Ave., Suite 205, Los Alamitos, CA 90720
http://fernandezllc.com
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $393,555
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fernandez Financial Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Delia Fernandez, financial advisor Los Alamitos CA
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 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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